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January 2019

W19-04 ADVANCED INVESTMENT ANALYSIS

January 14, 2019 @ 9:00 AM - 10:20 AM
Main Campus Temple Beth Sholom, 1050 S. Tuttle Avenue, Building 1
Sarasota, FL 34237 United States
+ Google Map

W19-04 ADVANCED INVESTMENT ANALYSIS Mondays: 9-10:20 a.m. 7 Sessions: Jan. 14-Mar. 4 (No Class on Jan. 21; Holiday) TEMPLE BETH SHOLOM Lauren Rudd This course takes you a step beyond dividend and intrinsic value analysis as presented in the “Introduction to Investment Analysis” course. The material in this course will teach you how to analyze the financial history and forecast the future performance of a company by utilizing a series of computer models and Excel programs. We will also discuss…

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W19-SCF-100 SUCCESSFUL STRATEGIES FOR TODAY’S MARKET

January 15, 2019 @ 1:00 PM - 2:20 PM
OLLI East— SCF: Lakewood Ranch, 7131 Professional Pkwy. E.

Sarasota, FL 34240 United States
+ Google Map

W19-SCF-100 SUCCESSFUL STRATEGIES FOR TODAY’S MARKET Tuesdays 1-2:20 p.m. 4 Sessions: Jan. 15-Feb. 5 OLLI EAST (STATE COLLEGE OF FLORIDA, LAKEWOOD RANCH) Bob Latessa This class will provide a broad look at the current state of today’s financial markets. We will not only address the risks investors face but will also outline opportunities that wealth managers look for when allocating portfolios. Themes to be discussed will include: tax-advantaged investing, investing for income in a low-interest-rate environment, analysis of investor behavior,…

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W19-04 ADVANCED INVESTMENT ANALYSIS

January 21, 2019 @ 9:00 AM - 10:20 AM
Main Campus Temple Beth Sholom, 1050 S. Tuttle Avenue, Building 1
Sarasota, FL 34237 United States
+ Google Map

W19-04 ADVANCED INVESTMENT ANALYSIS Mondays: 9-10:20 a.m. 7 Sessions: Jan. 14-Mar. 4 (No Class on Jan. 21; Holiday) TEMPLE BETH SHOLOM Lauren Rudd This course takes you a step beyond dividend and intrinsic value analysis as presented in the “Introduction to Investment Analysis” course. The material in this course will teach you how to analyze the financial history and forecast the future performance of a company by utilizing a series of computer models and Excel programs. We will also discuss…

Find out more »

W19-SCF-100 SUCCESSFUL STRATEGIES FOR TODAY’S MARKET

January 22, 2019 @ 1:00 PM - 2:20 PM
OLLI East— SCF: Lakewood Ranch, 7131 Professional Pkwy. E.

Sarasota, FL 34240 United States
+ Google Map

W19-SCF-100 SUCCESSFUL STRATEGIES FOR TODAY’S MARKET Tuesdays 1-2:20 p.m. 4 Sessions: Jan. 15-Feb. 5 OLLI EAST (STATE COLLEGE OF FLORIDA, LAKEWOOD RANCH) Bob Latessa This class will provide a broad look at the current state of today’s financial markets. We will not only address the risks investors face but will also outline opportunities that wealth managers look for when allocating portfolios. Themes to be discussed will include: tax-advantaged investing, investing for income in a low-interest-rate environment, analysis of investor behavior,…

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W19-SCF-105 FINANCIAL LITERACY FOR RETIREMENT

January 24, 2019 @ 1:00 PM - 2:20 PM
OLLI East— SCF: Lakewood Ranch, 7131 Professional Pkwy. E.

Sarasota, FL 34240 United States
+ Google Map

W19-SCF-105 FINANCIAL LITERACY FOR RETIREMENT Thursdays: 1-2:20 p.m. 3 Sessions: Jan. 24-Feb. 7 OLLI EAST (STATE COLLEGE OF FLORIDA, LAKEWOOD RANCH) Eric Rodriguez How do you make sure that your money will last throughout retirement? This course will teach the principles that will ensure you don’t outlive your savings. By the end of this class, you should have an excellent understanding of the risks you face, how to preserve your investments, and how to create a financial plan that enables…

Find out more »

W19-04 ADVANCED INVESTMENT ANALYSIS

January 28, 2019 @ 9:00 AM - 10:20 AM
Main Campus Temple Beth Sholom, 1050 S. Tuttle Avenue, Building 1
Sarasota, FL 34237 United States
+ Google Map

W19-04 ADVANCED INVESTMENT ANALYSIS Mondays: 9-10:20 a.m. 7 Sessions: Jan. 14-Mar. 4 (No Class on Jan. 21; Holiday) TEMPLE BETH SHOLOM Lauren Rudd This course takes you a step beyond dividend and intrinsic value analysis as presented in the “Introduction to Investment Analysis” course. The material in this course will teach you how to analyze the financial history and forecast the future performance of a company by utilizing a series of computer models and Excel programs. We will also discuss…

Find out more »

W19-35 CORRECTIONS, PANICS, AND COLLAPSES: A HISTORICAL LOOK AT FINANCIAL MARKETS

January 29, 2019 @ 1:00 PM - 2:20 PM
Main Campus Temple Beth Sholom, 1050 S. Tuttle Avenue, Building 1
Sarasota, FL 34237 United States
+ Google Map

W19-35 CORRECTIONS, PANICS, AND COLLAPSES: A HISTORICAL LOOK AT FINANCIAL MARKETS Tuesdays: 1-2:20 p.m. 6 Sessions: Jan. 29-Mar. 5 TEMPLE BETH SHOLOM Craig Hill and Regan Teague Learn how to recognize financial market corrections, panics, and collapses. How can people protect themselves during negative market conditions? How have others profited? We will examine recent collapses including Brazil and Argentina contrasted with historical collapses, such as the Great Depression. Arm yourself with lessons of the past and be ready to take…

Find out more »

W19-SCF-100 SUCCESSFUL STRATEGIES FOR TODAY’S MARKET

January 29, 2019 @ 1:00 PM - 2:20 PM
OLLI East— SCF: Lakewood Ranch, 7131 Professional Pkwy. E.

Sarasota, FL 34240 United States
+ Google Map

W19-SCF-100 SUCCESSFUL STRATEGIES FOR TODAY’S MARKET Tuesdays 1-2:20 p.m. 4 Sessions: Jan. 15-Feb. 5 OLLI EAST (STATE COLLEGE OF FLORIDA, LAKEWOOD RANCH) Bob Latessa This class will provide a broad look at the current state of today’s financial markets. We will not only address the risks investors face but will also outline opportunities that wealth managers look for when allocating portfolios. Themes to be discussed will include: tax-advantaged investing, investing for income in a low-interest-rate environment, analysis of investor behavior,…

Find out more »

W19-60 WOMEN: IMPROVE YOUR FINANCIAL CONFIDENCE!

January 30, 2019 @ 1:00 PM - 2:20 PM
Main Campus Temple Beth Sholom, 1050 S. Tuttle Avenue, Building 1
Sarasota, FL 34237 United States
+ Google Map

W19-60 WOMEN: IMPROVE YOUR FINANCIAL CONFIDENCE! Wednesdays: 1-2:20 p.m. 6 Sessions: Jan. 30-Mar. 6 TEMPLE BETH SHOLOM Craig Hill and Regan Teague Current research shows that women control the majority of personal wealth in the United States and make most of the household buying and investing decisions. A 2006 study found that 90 percent of women respondents reported feeling insecure when it comes to personal finance. If you would like to learn more about financial services and feel more secure…

Find out more »

W19-SCF-105 FINANCIAL LITERACY FOR RETIREMENT

January 31, 2019 @ 1:00 PM - 2:20 PM
OLLI East— SCF: Lakewood Ranch, 7131 Professional Pkwy. E.

Sarasota, FL 34240 United States
+ Google Map

W19-SCF-105 FINANCIAL LITERACY FOR RETIREMENT Thursdays: 1-2:20 p.m. 3 Sessions: Jan. 24-Feb. 7 OLLI EAST (STATE COLLEGE OF FLORIDA, LAKEWOOD RANCH) Eric Rodriguez How do you make sure that your money will last throughout retirement? This course will teach the principles that will ensure you don’t outlive your savings. By the end of this class, you should have an excellent understanding of the risks you face, how to preserve your investments, and how to create a financial plan that enables…

Find out more »

February 2019

W19-04 ADVANCED INVESTMENT ANALYSIS

February 4, 2019 @ 9:00 AM - 10:20 AM
Main Campus Temple Beth Sholom, 1050 S. Tuttle Avenue, Building 1
Sarasota, FL 34237 United States
+ Google Map

W19-04 ADVANCED INVESTMENT ANALYSIS Mondays: 9-10:20 a.m. 7 Sessions: Jan. 14-Mar. 4 (No Class on Jan. 21; Holiday) TEMPLE BETH SHOLOM Lauren Rudd This course takes you a step beyond dividend and intrinsic value analysis as presented in the “Introduction to Investment Analysis” course. The material in this course will teach you how to analyze the financial history and forecast the future performance of a company by utilizing a series of computer models and Excel programs. We will also discuss…

Find out more »

W19-35 CORRECTIONS, PANICS, AND COLLAPSES: A HISTORICAL LOOK AT FINANCIAL MARKETS

February 5, 2019 @ 1:00 PM - 2:20 PM
Main Campus Temple Beth Sholom, 1050 S. Tuttle Avenue, Building 1
Sarasota, FL 34237 United States
+ Google Map

W19-35 CORRECTIONS, PANICS, AND COLLAPSES: A HISTORICAL LOOK AT FINANCIAL MARKETS Tuesdays: 1-2:20 p.m. 6 Sessions: Jan. 29-Mar. 5 TEMPLE BETH SHOLOM Craig Hill and Regan Teague Learn how to recognize financial market corrections, panics, and collapses. How can people protect themselves during negative market conditions? How have others profited? We will examine recent collapses including Brazil and Argentina contrasted with historical collapses, such as the Great Depression. Arm yourself with lessons of the past and be ready to take…

Find out more »

W19-SCF-100 SUCCESSFUL STRATEGIES FOR TODAY’S MARKET

February 5, 2019 @ 1:00 PM - 2:20 PM
OLLI East— SCF: Lakewood Ranch, 7131 Professional Pkwy. E.

Sarasota, FL 34240 United States
+ Google Map

W19-SCF-100 SUCCESSFUL STRATEGIES FOR TODAY’S MARKET Tuesdays 1-2:20 p.m. 4 Sessions: Jan. 15-Feb. 5 OLLI EAST (STATE COLLEGE OF FLORIDA, LAKEWOOD RANCH) Bob Latessa This class will provide a broad look at the current state of today’s financial markets. We will not only address the risks investors face but will also outline opportunities that wealth managers look for when allocating portfolios. Themes to be discussed will include: tax-advantaged investing, investing for income in a low-interest-rate environment, analysis of investor behavior,…

Find out more »

W19-60 WOMEN: IMPROVE YOUR FINANCIAL CONFIDENCE!

February 6, 2019 @ 1:00 PM - 2:20 PM
Main Campus Temple Beth Sholom, 1050 S. Tuttle Avenue, Building 1
Sarasota, FL 34237 United States
+ Google Map

W19-60 WOMEN: IMPROVE YOUR FINANCIAL CONFIDENCE! Wednesdays: 1-2:20 p.m. 6 Sessions: Jan. 30-Mar. 6 TEMPLE BETH SHOLOM Craig Hill and Regan Teague Current research shows that women control the majority of personal wealth in the United States and make most of the household buying and investing decisions. A 2006 study found that 90 percent of women respondents reported feeling insecure when it comes to personal finance. If you would like to learn more about financial services and feel more secure…

Find out more »

W19-SCF-105 FINANCIAL LITERACY FOR RETIREMENT

February 7, 2019 @ 1:00 PM - 2:20 PM
OLLI East— SCF: Lakewood Ranch, 7131 Professional Pkwy. E.

Sarasota, FL 34240 United States
+ Google Map

W19-SCF-105 FINANCIAL LITERACY FOR RETIREMENT Thursdays: 1-2:20 p.m. 3 Sessions: Jan. 24-Feb. 7 OLLI EAST (STATE COLLEGE OF FLORIDA, LAKEWOOD RANCH) Eric Rodriguez How do you make sure that your money will last throughout retirement? This course will teach the principles that will ensure you don’t outlive your savings. By the end of this class, you should have an excellent understanding of the risks you face, how to preserve your investments, and how to create a financial plan that enables…

Find out more »

W19-04 ADVANCED INVESTMENT ANALYSIS

February 11, 2019 @ 9:00 AM - 10:20 AM
Main Campus Temple Beth Sholom, 1050 S. Tuttle Avenue, Building 1
Sarasota, FL 34237 United States
+ Google Map

W19-04 ADVANCED INVESTMENT ANALYSIS Mondays: 9-10:20 a.m. 7 Sessions: Jan. 14-Mar. 4 (No Class on Jan. 21; Holiday) TEMPLE BETH SHOLOM Lauren Rudd This course takes you a step beyond dividend and intrinsic value analysis as presented in the “Introduction to Investment Analysis” course. The material in this course will teach you how to analyze the financial history and forecast the future performance of a company by utilizing a series of computer models and Excel programs. We will also discuss…

Find out more »

W19-35 CORRECTIONS, PANICS, AND COLLAPSES: A HISTORICAL LOOK AT FINANCIAL MARKETS

February 12, 2019 @ 1:00 PM - 2:20 PM
Main Campus Temple Beth Sholom, 1050 S. Tuttle Avenue, Building 1
Sarasota, FL 34237 United States
+ Google Map

W19-35 CORRECTIONS, PANICS, AND COLLAPSES: A HISTORICAL LOOK AT FINANCIAL MARKETS Tuesdays: 1-2:20 p.m. 6 Sessions: Jan. 29-Mar. 5 TEMPLE BETH SHOLOM Craig Hill and Regan Teague Learn how to recognize financial market corrections, panics, and collapses. How can people protect themselves during negative market conditions? How have others profited? We will examine recent collapses including Brazil and Argentina contrasted with historical collapses, such as the Great Depression. Arm yourself with lessons of the past and be ready to take…

Find out more »

W19-60 WOMEN: IMPROVE YOUR FINANCIAL CONFIDENCE!

February 13, 2019 @ 1:00 PM - 2:20 PM
Main Campus Temple Beth Sholom, 1050 S. Tuttle Avenue, Building 1
Sarasota, FL 34237 United States
+ Google Map

W19-60 WOMEN: IMPROVE YOUR FINANCIAL CONFIDENCE! Wednesdays: 1-2:20 p.m. 6 Sessions: Jan. 30-Mar. 6 TEMPLE BETH SHOLOM Craig Hill and Regan Teague Current research shows that women control the majority of personal wealth in the United States and make most of the household buying and investing decisions. A 2006 study found that 90 percent of women respondents reported feeling insecure when it comes to personal finance. If you would like to learn more about financial services and feel more secure…

Find out more »

W19-04 ADVANCED INVESTMENT ANALYSIS

February 18, 2019 @ 9:00 AM - 10:20 AM
Main Campus Temple Beth Sholom, 1050 S. Tuttle Avenue, Building 1
Sarasota, FL 34237 United States
+ Google Map

W19-04 ADVANCED INVESTMENT ANALYSIS Mondays: 9-10:20 a.m. 7 Sessions: Jan. 14-Mar. 4 (No Class on Jan. 21; Holiday) TEMPLE BETH SHOLOM Lauren Rudd This course takes you a step beyond dividend and intrinsic value analysis as presented in the “Introduction to Investment Analysis” course. The material in this course will teach you how to analyze the financial history and forecast the future performance of a company by utilizing a series of computer models and Excel programs. We will also discuss…

Find out more »

W19-35 CORRECTIONS, PANICS, AND COLLAPSES: A HISTORICAL LOOK AT FINANCIAL MARKETS

February 19, 2019 @ 1:00 PM - 2:20 PM
Main Campus Temple Beth Sholom, 1050 S. Tuttle Avenue, Building 1
Sarasota, FL 34237 United States
+ Google Map

W19-35 CORRECTIONS, PANICS, AND COLLAPSES: A HISTORICAL LOOK AT FINANCIAL MARKETS Tuesdays: 1-2:20 p.m. 6 Sessions: Jan. 29-Mar. 5 TEMPLE BETH SHOLOM Craig Hill and Regan Teague Learn how to recognize financial market corrections, panics, and collapses. How can people protect themselves during negative market conditions? How have others profited? We will examine recent collapses including Brazil and Argentina contrasted with historical collapses, such as the Great Depression. Arm yourself with lessons of the past and be ready to take…

Find out more »

W19-60 WOMEN: IMPROVE YOUR FINANCIAL CONFIDENCE!

February 20, 2019 @ 1:00 PM - 2:20 PM
Main Campus Temple Beth Sholom, 1050 S. Tuttle Avenue, Building 1
Sarasota, FL 34237 United States
+ Google Map

W19-60 WOMEN: IMPROVE YOUR FINANCIAL CONFIDENCE! Wednesdays: 1-2:20 p.m. 6 Sessions: Jan. 30-Mar. 6 TEMPLE BETH SHOLOM Craig Hill and Regan Teague Current research shows that women control the majority of personal wealth in the United States and make most of the household buying and investing decisions. A 2006 study found that 90 percent of women respondents reported feeling insecure when it comes to personal finance. If you would like to learn more about financial services and feel more secure…

Find out more »

W19-04 ADVANCED INVESTMENT ANALYSIS

February 25, 2019 @ 9:00 AM - 10:20 AM
Main Campus Temple Beth Sholom, 1050 S. Tuttle Avenue, Building 1
Sarasota, FL 34237 United States
+ Google Map

W19-04 ADVANCED INVESTMENT ANALYSIS Mondays: 9-10:20 a.m. 7 Sessions: Jan. 14-Mar. 4 (No Class on Jan. 21; Holiday) TEMPLE BETH SHOLOM Lauren Rudd This course takes you a step beyond dividend and intrinsic value analysis as presented in the “Introduction to Investment Analysis” course. The material in this course will teach you how to analyze the financial history and forecast the future performance of a company by utilizing a series of computer models and Excel programs. We will also discuss…

Find out more »

W19-35 CORRECTIONS, PANICS, AND COLLAPSES: A HISTORICAL LOOK AT FINANCIAL MARKETS

February 26, 2019 @ 1:00 PM - 2:20 PM
Main Campus Temple Beth Sholom, 1050 S. Tuttle Avenue, Building 1
Sarasota, FL 34237 United States
+ Google Map

W19-35 CORRECTIONS, PANICS, AND COLLAPSES: A HISTORICAL LOOK AT FINANCIAL MARKETS Tuesdays: 1-2:20 p.m. 6 Sessions: Jan. 29-Mar. 5 TEMPLE BETH SHOLOM Craig Hill and Regan Teague Learn how to recognize financial market corrections, panics, and collapses. How can people protect themselves during negative market conditions? How have others profited? We will examine recent collapses including Brazil and Argentina contrasted with historical collapses, such as the Great Depression. Arm yourself with lessons of the past and be ready to take…

Find out more »

W19-60 WOMEN: IMPROVE YOUR FINANCIAL CONFIDENCE!

February 27, 2019 @ 1:00 PM - 2:20 PM
Main Campus Temple Beth Sholom, 1050 S. Tuttle Avenue, Building 1
Sarasota, FL 34237 United States
+ Google Map

W19-60 WOMEN: IMPROVE YOUR FINANCIAL CONFIDENCE! Wednesdays: 1-2:20 p.m. 6 Sessions: Jan. 30-Mar. 6 TEMPLE BETH SHOLOM Craig Hill and Regan Teague Current research shows that women control the majority of personal wealth in the United States and make most of the household buying and investing decisions. A 2006 study found that 90 percent of women respondents reported feeling insecure when it comes to personal finance. If you would like to learn more about financial services and feel more secure…

Find out more »

March 2019

W19-04 ADVANCED INVESTMENT ANALYSIS

March 4, 2019 @ 9:00 AM - 10:20 AM
Main Campus Temple Beth Sholom, 1050 S. Tuttle Avenue, Building 1
Sarasota, FL 34237 United States
+ Google Map

W19-04 ADVANCED INVESTMENT ANALYSIS Mondays: 9-10:20 a.m. 7 Sessions: Jan. 14-Mar. 4 (No Class on Jan. 21; Holiday) TEMPLE BETH SHOLOM Lauren Rudd This course takes you a step beyond dividend and intrinsic value analysis as presented in the “Introduction to Investment Analysis” course. The material in this course will teach you how to analyze the financial history and forecast the future performance of a company by utilizing a series of computer models and Excel programs. We will also discuss…

Find out more »

W19-35 CORRECTIONS, PANICS, AND COLLAPSES: A HISTORICAL LOOK AT FINANCIAL MARKETS

March 5, 2019 @ 1:00 PM - 2:20 PM
Main Campus Temple Beth Sholom, 1050 S. Tuttle Avenue, Building 1
Sarasota, FL 34237 United States
+ Google Map

W19-35 CORRECTIONS, PANICS, AND COLLAPSES: A HISTORICAL LOOK AT FINANCIAL MARKETS Tuesdays: 1-2:20 p.m. 6 Sessions: Jan. 29-Mar. 5 TEMPLE BETH SHOLOM Craig Hill and Regan Teague Learn how to recognize financial market corrections, panics, and collapses. How can people protect themselves during negative market conditions? How have others profited? We will examine recent collapses including Brazil and Argentina contrasted with historical collapses, such as the Great Depression. Arm yourself with lessons of the past and be ready to take…

Find out more »

W19-60 WOMEN: IMPROVE YOUR FINANCIAL CONFIDENCE!

March 6, 2019 @ 1:00 PM - 2:20 PM
Main Campus Temple Beth Sholom, 1050 S. Tuttle Avenue, Building 1
Sarasota, FL 34237 United States
+ Google Map

W19-60 WOMEN: IMPROVE YOUR FINANCIAL CONFIDENCE! Wednesdays: 1-2:20 p.m. 6 Sessions: Jan. 30-Mar. 6 TEMPLE BETH SHOLOM Craig Hill and Regan Teague Current research shows that women control the majority of personal wealth in the United States and make most of the household buying and investing decisions. A 2006 study found that 90 percent of women respondents reported feeling insecure when it comes to personal finance. If you would like to learn more about financial services and feel more secure…

Find out more »
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