Session Information


Bulletin

Registration is open to members of OLLI-USF. Join us for one year (365 days) for only $40, or save even more by purchasing a three-year membership for just $100, to take advantage of 300+ courses offered every year, and more! Click here to join now!

Maintaining Your Quality of Life in Retirement

The uncertain economy makes it challenging for the retired investor to generate needed income. Today's markets present challenges--interest rate and credit risks in particular--that should be considered when evaluating investments. Rising interest rates can have a dramatic impact on the value of investments, but there are strategies available to help manage those risks. We will discuss the realities of investing for retirement income in a low interest rate world and how the current economic environment can affect investments. This workshop will educate investors, not sell investment products.

Session Detail: 182XOSFLS1001

Schedule: Class meets Monday, 4/2/18.
Times: 09:30am - 12:30pm
    View Full Schedule   |    Add To My Calendar
Price: $20.00

Instructors

Name Additional Resources
Eric Longphee
Eric Longphee
Biography: Eric Longphee, MBA, spent 10 years as a director and vice president in equity research at the Raymond James Financial Services headquarters. He has been a financial advisor since 1999.
Jeffrey Locker
Jeffrey Locker
Biography: Jeff Locker is a Certified Financial Planner and a Wealth Management Specialist with Raymond James and Associates. A graduate of the University of Florida, he is active in a variety of local causes.

Cancellation Policy

To view cancellation, withdraw policy:

For Continuing Education courses, visit Continuing Education Fees & Policies Website.
For OLLI courses, visit How to Register Website.
For OSHA courses, visit USF OTI Education Center Courses Website.
For iTEACH courses, visit the fees and policies website.