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Spring registration opens 1/3/2025 — Click here for details!
Course outlines/syllabi — Click here to view spring syllabi & course outlines (COMING SOON! available for most courses)
S – Economics, Finance, Political Science, Law
Lewes (Trinity Faith Education Building) | February 4, 2025-March 4, 2025
Tuesday: 10:45 AM-12:00 PM
Our world continues to evolve; your financial plan and investments should as well. A financial plan should be a living/breathing document, updated regularly for taxes, inflation and more. The markets are bigger than ever, with more choices. Does buy and hold still work? What about AI and bitcoin are they good options for a retiree? Who’s more impactful, the Fed or Treasury? This class is for all interested in the markets and investment planning, but we discuss advanced concepts as well.
Check to see if this course has posted a class outline or syllabus (LINK COMING SOON).
This offering meets for a total of 5 session(s).
INSTRUCTOR: Michael Loftus
LOFTUS, MICHAEL–Graduate of Villanova University, has been in the financial services business for over 25 years. He spent many years on the institutional side and has been an advisor since 2010. He is a high-energy presenter and instructor who loves educating.
Osher Lifelong Learning Institute (OLLI) at the University of Delaware
OLLI is an academic cooperative for adults 50 and over to enjoy classes, teach, exchange ideas and socialize together, with no exams or educational requirements for participation. OLLI welcomes you.
Kent/Sussex | Wilmington