Fall 2024 OLLI Digital Catalog

Investing for Successful Retirement (S213)

S – Economics, Finance and Political Science

This is a continuing class to assist retired or near-retirement investors to find, evaluate and determine the safety and suitability of various investment choices for their portfolios. Factors such as risk and reward, and information such as earnings, dividends, etc. are discussed. We focus the discussion on three broad subjects: investment themes, tools of the trade and the state of the market. Course schedule and materials are posted on a class website at http://udel.edu/~diyinvst

Check to see if this course has posted a class outline or syllabus.

This offering meets for a total of 11 session(s).

INSTRUCTORS: Rajeev Vaidya, Ron Materniak, Jane Roe-Fox

VAIDYA, RAJEEV–Retired executive from DuPont, has been active in investor education for three decades. He is director of Better Investing’s Philadelphia chapter, leads Delaware programs for the American Association of Individual Investors and authors a newsletter, knowhowtoinvest.com.

MATERNIAK, RON–Retired from DuPont. Education in engineering and business. Worked in the fields of design, project management, business analysis, marketing, sales, mergers and acquisitions and information technology. Has been investing for 40 years at varying levels of personal involvement and using advisors.

ROE-FOX, JANE–M.S. in both chemistry and computer science, University of Delaware. Technical M.B.A., Stevens Institute of Technology. Retired in 2006 as a principal engineer in the telecommunications research field. Longtime interest in managing investments. Other interests include the beach, sailing, hiking, gardening and fun with grandchildren.

Back to Full Course Listing