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Successful Strategies for Today's Market

Course number : EC103   
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This class will provide a broad look at the current state of today’s financial markets. We will not only address the risks investors face but will also outline opportunities that wealth managers look for when allocating portfolios. Themes to be discussed will include: tax-advantaged investing, investing for income in a low-interest-rate environment, analysis of investor behavior, the benefits of having a financial plan, the state of corporate earnings, and, of course, where to seek opportunities when markets are trading at all-time highs.

Class Details

4 Sessions
Weekly - Tue

OLLI - SCF Lakewood Ranch

Robert Latessa 



Member Cost:


Registration Closes On
Tuesday, November 19, 2019 @ 12:00 AM

Schedule Information

Date(s) Class Days Times Location Instructor(s)
10/29/2019 - 11/19/2019 Weekly - Tue 1:00 PM - 2:20 PM Sarasota, OLLI - SCF Lakewood Ranch  Map Robert Latessa