He holds a BA in History and an MBA from Hofstra. He is also a life-long student of History.
management concepts. Investment ideas include ways to build low-cost, diversified portfolios that produce income and growth. Tax ideas include ways to reduce taxes on distributions from 401(k)s and IRAs. Risk management ideas include ways to pre-fund long term care. Estate planning ideas include ways to minimize probate fees and other estate settlement costs. Please note: this class is not designed for beginners; students should have a good working knowledge of retirement finance. Materials fee: $25 (due to instructor at first class). Bland Burkhardt, Robby Flink, & Greg Goff are Wealth Advisors at Goepper Burkhardt. They maintain the Certified Financial Planner ™ designation. In addition, Bland Burkhardt is registered as a CPA in the state of South Carolina. HIS432 Democratic Socialism— Let's Talk About It!!! Wednesday, 9-10 a.m., Physical Activities Center (GFS) At the start of the 20th Century America had just celebrated its first centennial: a new type of government which the world had never seen. Our nation faced a plethora of issues also never seen before, due to a tremendous expansion in industrialization, massive growth in science and technology, huge increases in immigration, large scale urbanization, etcetera, etcetera, etcetera. In response, Americans "rolled up their shirtsleeves" and worked together to find solutions! Now our nation faces a similar daunting list of issues. A “broken” healthcare program, a failing education system, immigration issues, transportation and infrastructure problems, plus many others. Its time to talk about Democratic Socialism - what it is, what it is not. We'll also assess the pros and cons of the ideology from an academic perspective. Recommended reading: "We Own The Future: Democratic Socialism - American Style”, ed. Kate Aronoff, Peter Dreier, and Michael Kazan, 2020 will be used as a basic framework for the course. The book is not required, but it is suggested, to get the most out of the course! Alan Dzur has been a student and Instructor at OLLI for the past 3 years.
exercises, and scene work that foster quick thinking and collaboration. The course culminates in a live showcase, providing students an opportunity to demonstrate their growth and creativity in front of a supportive audience. With an MBA and training from Westside Comedy in Los Angeles, Taz Shaik-Shenk is passionate about fostering creativity and connection. Her workshops help students build confidence, spontaneity, and communication skills in a fun, supportive environment! Wednesday CEB210 Investing 101 Wednesday, 9-10:30 a.m., Herring Center, Vick Seminar (HC102) Have you ever wanted to be able to speak intelligently about investing but aren’t sure where to begin? Interested in learning how to set up reliable income streams during retirement, or just get your "financial house" in order? This class is specifically tailored to those who are wanting a refresher, managing their families' finances for the first time, or completely new to investing, altogether. We will learn about all the major types of investments from stocks, bonds, mutual funds, ETFs, and annuities as well as discuss which types of investments might work best for you. We'll also cover concepts like retirement income planning, estate and legacy planning, portfolio construction and scam preparedness and prevention. This course is designed to help you develop a strategy, understand the impact of asset allocation, and be a better informed investor. Justin Smith is a graduate of Anderson University, an AAMS certified financial advisor, and owner of Hemisphere Financial Group. He has been a financial advisor since 2008 in the north Greenville area and has taught at OLLI since 2012. CEB213 Retirement Wealth Management Wednesday, 9-10:30 a.m., Herring
HIS438 American Political Discourse Today: An Historical View Wednesday, 9-10:30 a.m., Herring Center, Crabtree (HC110) This course (5th iteration) offers participants an opportunity to hear and discuss American political and cultural issues in a safe environment. Some issues divide us, but by how much and do we depend on the media a bit too much to measure that? The course will lean into historical, academic, and evidentiary based sources on current events and issues you want to discuss. Some curriculum is structured, but what is discussed in detail will reflect your preferences. We will analyze the path of America's political parties, Constitutional structures and institutions, and cultural evolution to better understand where we are today. Through media analysis tools, we will find ways to honestly critique the credibility of what you read, watch and hear to form your opinions. You will discover where the wind blows in your media comfort zone and decide if that is healthy for you, or not. Here is an opportunity to familiarize yourself with the tactics and techniques media and politicians embrace to gain your support. The course and moderator will champion every effort to stay neutral and offer only evidentiary based observations. The course does not endorse any political preference or party and will hear what you have to say. It is a tool to exist with confidence in the current American political chapter. Chatham House rules (non-attribution and respect) will be observed. Bill Blacklidge is a retired Naval Officer and national security/historical consultant who connects history to current events. He has global experience in analytical application to policy and organizations.
PAH843 Woodcarving 101 Wednesday, 9:00 a.m.-Noon,
Herring Center, Graham (HC005) This course is an introduction to woodcarving. We will begin with the basics of woodcarving, including safety, carving tools, and how to maintain them. Students will learn the
Center, Campbell (HC004) In this course, we will discuss important retirement wealth
Please note class formats: Z = Zoom or H = Hybrid.
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