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February 2019

W19-04 ADVANCED INVESTMENT ANALYSIS

February 25 @ 9:00 AM - 10:20 AM
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An event every week that begins at 9:00am on Monday, repeating until March 4, 2019

Main Campus Temple Beth Sholom, 1050 S. Tuttle Avenue, Building 1
Sarasota, FL 34237 United States
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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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W19-35 CORRECTIONS, PANICS, AND COLLAPSES: A HISTORICAL LOOK AT FINANCIAL MARKETS

February 26 @ 1:00 PM - 2:20 PM
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An event every week that begins at 1:00pm on Tuesday, repeating until March 5, 2019

Main Campus Temple Beth Sholom, 1050 S. Tuttle Avenue, Building 1
Sarasota, FL 34237 United States
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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…

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W19-60 WOMEN: IMPROVE YOUR FINANCIAL CONFIDENCE!

February 27 @ 1:00 PM - 2:20 PM
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An event every week that begins at 1:00pm on Wednesday, repeating until March 6, 2019

Main Campus Temple Beth Sholom, 1050 S. Tuttle Avenue, Building 1
Sarasota, FL 34237 United States
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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…

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March 2019

SP19-05 PORTFOLIO MANAGEMENT

March 11 @ 9:00 AM - 10:20 AM
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An event every week that begins at 9:00am on Monday, repeating until April 29, 2019

Main Campus Temple Beth Sholom, 1050 S. Tuttle Avenue, Building 1
Sarasota, FL 34237 United States
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SP19-05 PORTFOLIO MANAGEMENT Mondays: 9-10:20 am 8 Sessions: Mar. 11-Apr. 29 TEMPLE BETH SHOLOM Lauren Rudd Once you have decided what you want to invest in, do you know how to use your selections to create and actively manage a portfolio? This course, a continuation of the instructor’s series of investment analysis courses, will emphasize how to combine and manage a portfolio of investment instruments to maximize expected returns while controlling risk. The entire active management process—from information to forecasts…

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SP19-25 A SNOWBIRD’S CHECKLIST FOR LIVING IN FLORIDA

March 12 @ 1:00 PM - 2:20 PM
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An event every week that begins at 1:00pm on Tuesday, repeating until April 16, 2019

Main Campus Temple Beth Sholom, 1050 S. Tuttle Avenue, Building 1
Sarasota, FL 34237 United States
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SP19-25 A SNOWBIRD’S CHECKLIST FOR LIVING IN FLORIDA Tuesdays: 1-2:20 pm 6 Sessions: Mar. 12-Apr. 16 TEMPLE BETH SHOLOM Craig Hill and Regan Teague Many of Florida’s laws are designed to favor retirees, but those not familiar with the laws can risk thousands of dollars on unnecessary fees and taxes. In this six week class, we explore strategies to help you make the most of your experience as a part-time or full-time Floridian. We will cover five crucial factors to…

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SP19-21 A CRITICAL LOOK AT CENTRAL BANKING

March 12 @ 1:00 PM - 2:20 PM
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An event every week that begins at 1:00pm on Tuesday, repeating until March 26, 2019

Main Campus Temple Beth Sholom, 1050 S. Tuttle Avenue, Building 1
Sarasota, FL 34237 United States
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SP19-21 A CRITICAL LOOK AT CENTRAL BANKING Tuesdays: 1-2:20 pm 3 Sessions: Mar. 12-Mar. 26 TEMPLE BETH SHOLOM Tom Dietrich The central bank of the U.S. is the Federal Reserve System. In this class, the instructor will discuss: Who owns the capital stock of the Federal Reserve Banks? Is the Federal Reserve System a branch of the U.S. government? How do Federal Reserve Banks create money? Do the Federal Reserve Banks act in the best interest of the American taxpayer?…

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SP19-SCF-58 SUCCESSFUL STRATEGIES FOR TODAY’S MARKET

March 12 @ 1:00 PM - 2:20 PM
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An event every week that begins at 1:00pm on Tuesday, repeating until April 2, 2019

OLLI East— SCF: Lakewood Ranch, 7131 Professional Pkwy. E.

Sarasota, FL 34240 United States
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SP19-SCF-58 SUCCESSFUL STRATEGIES FOR TODAY’S MARKET Tuesdays: 1-2:20 pm 4 Sessions: Mar. 12-Apr. 2 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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April 2019

SP19-38 UNDERSTANDING THE GREAT DEPRESSION: FROM CRASH TO RECOVERY

April 3 @ 1:00 PM - 2:20 PM
|Recurring Event (See all)

An event every week that begins at 1:00pm on Wednesday, repeating until April 17, 2019

Main Campus Temple Beth Sholom, 1050 S. Tuttle Avenue, Building 1
Sarasota, FL 34237 United States
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SP19-38 UNDERSTANDING THE GREAT DEPRESSION: FROM CRASH TO RECOVERY Wednesdays 1-2:20 pm 3 Sessions: Apr. 3-Apr. 17 TEMPLE BETH SHOLOM Spence Hilton Join us as we examine what economic research reveals about the Great Depression. What developments and policies precipitated the economic decline in 1929? What caused the ensuing contraction to be so prolonged and severe? What was responsible for the subsequent recovery? Topics include the stock market crash, the Gold Standard, price deflation, monetary policy and the Federal Reserve…

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May 2019

SU19-06 SUCCESSFUL STRATEGIES FOR TODAY’S MARKET (Summer)

May 7 @ 1:00 PM - 2:20 PM
|Recurring Event (See all)

An event every week that begins at 1:00pm on Tuesday, repeating until May 28, 2019

Main Campus Temple Beth Sholom, 1050 S. Tuttle Avenue, Building 1
Sarasota, FL 34237 United States
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SU19-06 SUCCESSFUL STRATEGIES FOR TODAY’S MARKET (Summer) Tuesdays: 1-2:20 pm 4 Sessions: May 7-May 28 TEMPLE BETH SHOLOM 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, the benefits of having…

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