OLLI101662 - Financial Planning for Do-it-yourself (DIY) Investors 

Course Description

FINANCIAL PLANNING FOR DO-IT-YOURSELF (DIY) INVESTORS

Instructor: Bob Goldberg

Day of Week: Wednesday

Dates: Oct. 22 - Nov. 26 (6 sessions)

Time: 10:30 a.m. - 12 p.m.

Location: Hybrid at Ambler

This Financial Planning class is designed to empower individuals with the knowledge and skills necessary to effectively manage their financial future. By the end of the course, participants will have a comprehensive understanding of investment principles and practical strategies to make informed financial decisions. Course highlights include investment fundamentals, basic financial planning principles, estate planning, retirement planning, risk management, understanding Social Security and Medicare. The class has been designed to provide education for individuals who are getting close to retirement or are already retire

Maximum: *30 In-person/200 Online

Instructor Bio: Bob Goldberg, CFP®, is an independent certified financial planner. Before becoming a financial planner, Bob spent most of his professional career working for numerous insurance companies in both the P&C and Life Insurance industries. He provides financial advice that enables his clients to manage their own assets with minimal long-term support. His passion is educating people so they can manage their own wealth creation. His specialties include detailed financial planning, economics-based retirement planning, life insurance selection, health care (including Medicare) selection, investment selection, estate planning and employee financial education. Bob lives in Maple Glen.

Notes

This is a hybrid course. Hybrid courses feature both in-person and online components that occur simultaneously. In-person students attend class with the instructor, while online students participate via Zoom, engaging with the same material in real time.

Please note that if you are signing up for the in-person section that you will be wait listed. Courses that are in high demand or have limited seating are designated as waitlisted. Throughout the course catalog, these courses are marked with an asterisk (*).When you register for a waitlisted course, you are added to a waitlist rather than securing an immediate seat. At the end of the registration and enrollment period, any wait listed class that is oversubscribed is run through the lottery system that will randomly assign available seats to students on the waitlist. This process ensures that seat allocation is fair and not based on when a member registers.

The virtual section of this course is Direct Enroll, which means there are plenty of seats for this class and you are enrolling directly into this section.