Financially Thriving in Retirement (OLLI)


Course number : EC143   

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Retirement is more than reaching a financial destination—it’s about creating the freedom to enjoy life with confidence. “Financially Thriving in Retirement” is an engaging and practical course designed to help retirees and those approaching retirement make informed decisions about their financial future. Participants will explore four essential areas of retirement planning:

  • developing sustainable income strategies, including Social Security

  • minimizing taxes using tactical asset location

  • managing investments for long-term success

  • creating a thoughtful estate and legacy plan for future generations

Through easy-to-understand concepts, real-world examples, and actionable insights, participants will learn how these four pillars work together to support financial security and peace of mind. Whether you’re newly retired or refining your plan, this course provides a roadmap for a more confident retirement.

Class Details

4 Session(s)
Weekly - Fri

Location
Ringling College Museum Campus

Instructor
Multiple

Tuition:  $80.00


Registration Closes On
Thursday, January 14, 2027 @ 12:00 AM

Schedule Information

Date(s) Class Days Times Location Instructor(s)
1/15/2027 - 2/5/2027 Weekly - Fri 10:00 AM - 11:20 AM Sarasota, Ringling College Museum Campus  Map Ryan Dunlap  ; Kati Hays