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Non-credit college level courses for seniors in Astoria, OR and surrounding areas.
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Financial Management: Developing a Generosity Plan (Week 5 of 5)
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This week's topic: Learn how to develop a generosity plan
Instructor Thom Allison, retired Financial Planner
Identifies components of effective personal financial management relevant for retirees, and strategies to help provide financial security during retirement.
Weekly Topics:
October 19 - The 6 major components of personal financial management and how they tie together
October 26- Tax management strategies and investment specific to retirees
November 2 - increase knowledge about effectiveness working with an advisor
November 9 - Learn how to manage financial risks
November 16 - Learn how to Develop a generosity plan
For more Information: View full course catalog
Return to ENCORE website: encorelearn.net
Presented by
ENCORE Classes
Non-credit college level courses for seniors in Astoria, OR and surrounding areas.
← Back to encorelearn.net
← Back to encorelearn.net
Hosted By