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February 2017

Financial Advisors: The Good, the Bad and the Ugly

February 17, 2017 @ 1:00 PM - 3:00 PM
Main Campus Temple Beth Sholom, 1050 S. Tuttle Avenue, Building 1
Sarasota, FL 34237 United States
+ Google Map
$75.00

February 17, 2017 Temple Beth Sholom Campus 1-3pm Robert Klosterman Evaluating and/or choosing a financial advisor is a critical decision impacting the outcome of one’s overall financial security. The session will be lead by Robert Klosterman, CEO of White Oaks Wealth Advisors, Inc. Mr. Klosterman will share his 40 years of experience as a fee-only financial advisor with strategies to separate the good, the bad and ugly to allow investors to make a reasoned choice to obtain the help they…

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March 2017

SP17-01 INVESTMENT REDUX

March 6, 2017 @ 9:00 AM - 10:20 AM
|Recurring Event (See all)

An event every week that begins at 9:00am on Monday, repeating until April 24, 2017

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

Mondays: 9-10:20 a.m. 8 Sessions: March 6-April 24 TEMPLE BETH SHOLOM Lauren Rudd Do you need some extra assistance in determining how to select investments for your portfolio? Would you like to learn the basics of technical analysis in stock selection? Want to know more about the role the economy plays in investment selection? This course will emphasize combining both fundamental investment methodologies, such as asset allocation and intrinsic value, with charts depicting price and volume relationships to enhance investment…

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SP17-20 BUILDING A STOCK PORTFOLIO FOR RETIREMENT

March 7, 2017 @ 1:00 PM - 2:20 PM
|Recurring Event (See all)

An event every week that begins at 1:00pm on Tuesday, repeating until April 11, 2017

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

Tuesdays: 1-2:20 p.m. 6 Sessions: March 7- April 11 TEMPLE BETH SHOLOM Don Hagan and Regan Teague This class will focus on how to value an individual stock, develop a list of accounting red flags, understand risk versus reward, why macro-themes matter, and how to construct a portfolio for the long term. Each week we will discuss a new topic as well as key financial developments that could potentially affect your portfolios.

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SP17-36 USING ECONOMIC INSIGHTS TO MAKE BETTER DECISIONS

March 8, 2017 @ 1:00 PM - 2:20 PM
|Recurring Event (See all)

An event every week that begins at 1:00pm on Wednesday, repeating until April 12, 2017

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

Wednesdays: 1-2:20 p.m. 6 Sessions: March 8-April 12 TEMPLE BETH SHOLOM Allen Morton Many of us make decisions that are not in our long term best interests because we don’t understand the myriad of factors and misconceptions that affect our ability to make decisions. This course will illustrate how economic insights can help us identify, predict, and in some cases, change the effectiveness of our decision making process. We will use books such as Think Like A Freak, Nudge, and…

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SP17-49 BOOMS, BUSTS, THIEVES, CROOKS AND IDIOITS, OH MY!

March 9, 2017 @ 11:00 AM - 12:20 PM
|Recurring Event (See all)

An event every week that begins at 11:00am on Thursday, repeating until April 20, 2017

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

Thursdays: 11 a.m.-12:20 p.m. 6 Sessions: March 9-April 20 TEMPLE BETH SHOLOM Robert Klosterman Investors face the challenges of protecting their financial resources against the forces of inflation, volatility, financial industry group-think, and global disruptions and dislocations. This course will explore how to design a portfolio in order to protect its value and to maximize the impact it can have, both in good times and bad. The instructor’s book, The Four Horsemen of the Investor’s Apocalypse, will be provided to…

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SP17-54 WOMEN—IMPROVE YOUR FINANCIAL CONFIDENCE!

March 9, 2017 @ 1:00 PM - 2:20 PM
|Recurring Event (See all)

An event every week that begins at 1:00pm on Thursday, repeating until April 13, 2017

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

Thursdays: 1-2:20 p.m. 6 Sessions: March 9-April 13 TEMPLE BETH SHOLOM Don Hagan and Regan Teague Current research shows that women control the majority of personal wealth in the United States, making most of the household buying and investing decisions. Yet, 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 various financial services and feel more secure in your financial situation, this…

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SP17-64 LIVING WITH HOAs

March 10, 2017 @ 9:00 AM - 12:00 PM
Main Campus Temple Beth Sholom, 1050 S. Tuttle Avenue, Building 1
Sarasota, FL 34237 United States
+ Google Map

Friday 9 a.m.-12 p.m. 1 Session: March 10 TEMPLE BETH SHOLOM Frank A. Monti Why do we choose to live in a deed-restricted community? Many of us sign on the dotted line and then later discover that the advantages of a Home Owner Association don’t live up to expectations. Some of us don’t like the idea of living under restrictions promulgated by our neighbors. Others want more restrictions and rules and regulations. This course provides an overview of homeowner associations,…

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SP17-SCF-25 FINANCIAL SURVIVAL FOR RETIREMENT

March 14, 2017 @ 11:00 AM - 12:20 PM
|Recurring Event (See all)

An event every week that begins at 11:00am on Tuesday, repeating until March 28, 2017

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

Sarasota, FL 34240 United States
+ Google Map

Tuesdays: 11 a.m.-12:20 p.m. 3 Sessions: March 14-28 ACADEMY EAST-STATE COLLEGE OF FLORIDA, LAKEWOOD RANCH Eric Rodriguez How do you make sure that your money will last throughout a long and fulfilling retirement? This basic course will teach you the principles and tactics 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 nest egg, and how to create a financial…

Find out more »

SP17-65 BREAKING OUT OF THE BOX INVESTING

March 17, 2017 @ 9:00 AM - 12:00 PM
Main Campus Temple Beth Sholom, 1050 S. Tuttle Avenue, Building 1
Sarasota, FL 34237 United States
+ Google Map

Friday: 9 a.m.-12 p.m. 1 Session: March 17 TEMPLE BETH SHOLOM Robert Klosterman This workshop will examine the process to source, evaluate, and investigate non-traditional investing opportunities in an effort to reduce portfolio volatility and enhance return opportunities. We will examine the current economic and investing climate and the impact of portfolio outcomes. Another focal point will be understanding the concepts of correlation and volatility in portfolio design and the overall benefits of asymmetrical investing. In addition, how to source…

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SP17-45 EVERYTHING YOU THINK YOU KNOW ABOUT CONTRACTS, BUT DON’T

March 23, 2017 @ 9:00 AM - 10:20 AM
|Recurring Event (See all)

An event every week that begins at 9:00am on Thursday, repeating until April 13, 2017

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

Thursdays: 9-10:20 a.m. 4 Sessions: March 23-April 13 TEMPLE BETH SHOLOM Kenneth Majewski Everyone enters into contracts as a part of everyday life, whether it be the purchase of a home or vehicle, a commitment to repair or remodel our home, an agreement prior to marriage, or any number of other contracts. This course will help you understand the definition of a “contract,” including the required elements that make it valid and enforceable. We will also cover pitfalls to be…

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May 2017

SU17-03 POSITIONING YOUR PORTFOLIO FOR TODAY’S UNCERTAIN MARKETS

May 8, 2017 @ 1:00 PM - 2:20 PM
|Recurring Event (See all)

An event every week that begins at 1:00pm on Monday, repeating until June 12, 2017

SU17-03 POSITIONING YOUR PORTFOLIO FOR TODAY’S UNCERTAIN MARKETS Mondays: 1-2:20 p.m. 4 Sessions: May 8-June 12 TEMPLE BETH SHOLOM NOTE: No classes on May 15 or May 29 Bob Latessa As financial markets continue to generate anemic returns, investors are challenged with finding opportunities to maximize a realistic and sustainable rate of return without taking excessive risk. Whether it’s generating income in a low interest rate environment or seeking growth opportunities, we will explore the many options that investors are…

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September 2017

FA17-02 INTRODUCTION TO INVESTMENT ANALYSIS

September 25, 2017 @ 9:00 AM - 10:20 AM
|Recurring Event (See all)

An event every week that begins at 9:00am on Monday, repeating until November 15, 2017

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

FA17-02 INTRODUCTION TO INVESTMENT ANALYSIS Mondays: 9.-10:20 a.m. 8 Sessions: Sept. 25-Nov. 13 TEMPLE BETH SHOLOM Lauren Rudd Do you feel you cannot select stocks successfully? Have you been unsuccessful in the past? Are you forced into mutual funds because you’re convinced “the experts” know more than you? This class will change all that. There is no black magic or hard-to-fathom secret to successful investing. In this course, you will learn how to evaluate companies and their securities. We will…

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FA17-06 PORTFOLIO MANAGEMENT

September 25, 2017 @ 11:00 AM - 12:20 PM
|Recurring Event (See all)

An event every week that begins at 11:00am on Monday, repeating until November 13, 2017

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

FA17-06 PORTFOLIO MANAGEMENT Mondays: 11 a.m.-12:20 p.m. 8 Sessions: Sept. 25-Nov. 13 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 Lauren Rudd’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…

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FA17-SCF-28 FINANCIAL SURVIVAL FOR RETIREMENT

September 26, 2017 @ 11:00 AM - 12:20 PM
|Recurring Event (See all)

An event every week that begins at 11:00am on Tuesday, repeating until October 10, 2017

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

Sarasota, FL 34240 United States
+ Google Map

FA17-SCF-28 FINANCIAL SURVIVAL FOR RETIREMENT Tuesdays: 11 a.m.-12:20 p.m. 3 Sessions: Sept. 26-Oct. 10 ACADEMY EAST (STATE COLLEGE OF FLORIDA, LAKEWOOD RANCH) Eric Rodriguez How do you make sure your money will last throughout a long and fulfilling retirement? This basic course will teach you the principles and tactics that will help you achieve your goal to outlive your savings. By the end of this class, you should have an excellent understanding of the risks you face, how to preserve…

Find out more »

FA17-SCF-31 POSITIONING YOUR PORTFOLIO FOR TODAY’S UNCERTAIN MARKETS

September 28, 2017 @ 11:00 AM - 2:20 PM
|Recurring Event (See all)

An event every week that begins at 11:00am on Thursday, repeating until October 19, 2017

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

Sarasota, FL 34240 United States
+ Google Map

FA17-SCF-31 POSITIONING YOUR PORTFOLIO FOR TODAY’S UNCERTAIN MARKETS Thursdays: 11 a.m.-12:20 p.m. 4 Sessions: Sept. 28-Oct. 19 ACADEMY EAST (STATE COLLEGE OF FLORIDA, LAKEWOOD RANCH) Bob Latessa With a new administration in office and the stock market trading near all-time highs, investors are increasingly challenged with finding opportunities to maximize a realistic and sustainable rate of return without taking excessive risk. Whether it’s generating income in a low interest rate environment or seeking growth opportunities, we will explore the risks…

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October 2017

FA17-51 BOOMS, BUSTS, THIEVES, CROOKS AND IDIOTS, OH MY!

October 5, 2017 @ 11:00 AM - 12:20 PM
|Recurring Event (See all)

An event every week that begins at 11:00am on Thursday, repeating until November 16, 2017

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

FA17-51 BOOMS, BUSTS, THIEVES, CROOKS AND IDIOTS, OH MY! Thursdays: 11 a.m.-12:20 p.m. 6 Sessions: Oct. 5-Nov. 16; NOTE: No class on Nov. 9 TEMPLE BETH SHOLOM Robert Klosterman Investors face the challenges of protecting their financial resources against the forces of inflation, volatility, financial industry groupthink, and global disruptions and dislocations. This course will explore how to design a portfolio in order to protect its value and to maximize the impact it can have, in good times and bad.…

Find out more »

FA17-25 WOMEN—IMPROVE YOUR FINANCIAL CONFIDENCE!

October 10, 2017 @ 1:00 PM - 2:20 PM
|Recurring Event (See all)

An event every week that begins at 1:00pm on Tuesday, repeating until November 14, 2017

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

FA17-25 WOMEN—IMPROVE YOUR FINANCIAL CONFIDENCE! Tuesdays: 1-2:20 p.m. 6 sessions: Oct. 10-Nov. 14; NOTE: Late start date TEMPLE BETH SHOLOM Craig Hill and Regan Teague Current research shows that women control the majority of personal wealth in the United States making most of the household buying and investing decisions. Yet, a 2006 study found that 90 percent of women respondents reported feeling insecure when it comes to their personal finance. If you would like to learn more about various financial…

Find out more »

FA17-42 WHAT WALL STREET DOESN’T WANT YOU TO KNOW

October 11, 2017 @ 1:00 PM - 2:20 PM
|Recurring Event (See all)

An event every week that begins at 1:00pm on Wednesday, repeating until November 15, 2017

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

FA17-42 WHAT WALL STREET DOESN’T WANT YOU TO KNOW Wednesdays: 1-2:20 p.m. 6 Sessions: Oct. 11-Nov. 15; NOTE: Late start date TEMPLE BETH SHOLOM Regan Teague Do you follow financial news and global events; know why stocks react differently than bonds; take an active role in financial decisions; read publications like The Economist or Barron’s? This course has been designed for you and promises an astonishing look at how Wall Street works. Each week, we will learn how to interpret…

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FA17-33 CONTRACTS IN EVERYDAY LIFE

October 18, 2017 @ 9:00 AM - 10:20 AM
|Recurring Event (See all)

An event every week that begins at 9:00am on Friday, repeating until November 15, 2017

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

FA17-33 CONTRACTS IN EVERYDAY LIFE Wednesdays: 9-10:20 a.m. 5 Sessions: Oct. 18-Nov. 15; NOTE: Late start date TEMPLE BETH SHOLOM Kenneth Majewski Everyone enters into contracts as a part of everyday life whether it be the purchase of a home or vehicle, a commitment to repair or remodel our home, an agreement prior to marriage or any number of other contracts. This course will help you understand the definition of a “contract” including the required elements that make it valid…

Find out more »

November 2017

FA17-60 OUT OF THE BOX INVESTING

November 3, 2017 @ 9:00 AM - 12:00 PM
Main Campus Temple Beth Sholom, 1050 S. Tuttle Avenue, Building 1
Sarasota, FL 34237 United States
+ Google Map

FA17-60 OUT OF THE BOX INVESTING Friday: 9 a.m.-12 p.m. 1 Session: Nov. 3 TEMPLE BETH SHOLOM Robert Klosterman This workshop will examine the process to source, evaluate and investigate non-traditional investing opportunities in an effort to reduce portfolio volatility and enhance return opportunities. We will examine the current economic and investing climate and the impact of portfolio outcomes. Another focal point will be understanding the concepts of correlation and volatility in portfolio design and the overall benefits of asymmetrical…

Find out more »

FA17-59 FINANCIAL ADVISORS: THE GOOD, THE BAD, AND THE UGLY

November 17, 2017 @ 9:00 AM - 12:00 PM
Main Campus Temple Beth Sholom, 1050 S. Tuttle Avenue, Building 1
Sarasota, FL 34237 United States
+ Google Map

FA17-59 FINANCIAL ADVISORS: THE GOOD, THE BAD, AND THE UGLY Friday: 9 a.m.-12 p.m. 1 Session: Nov. 17 TEMPLE BETH SHOLOM Robert Klosterman Evaluating and or choosing a financial advisor is a critical decision that can impact the outcome of one’s overall financial security. Robert Klosterman, CEO of White Oaks Wealth Advisors, Inc., will share his 40 years of experience as a fee-only financial advisor. He will offer strategies to separate the good, the bad, and the ugly that will…

Find out more »

January 2018

W18-05 ADVANCED INVESTMENT ANALYSIS

January 8, 2018 @ 9:00 AM - 10:20 AM
|Recurring Event (See all)

An event every week that begins at 9:00am on Monday, repeating until February 26, 2018

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

W18-05 ADVANCED INVESTMENT ANALYSIS Mondays: 9-10:20 a.m. 5 Sessions: Jan. 8-Feb. 26 Note: No Class Jan. 15, Feb. 19, Feb. 26 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…

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W18-SCF-49 FINANCIAL SURVIVAL FOR RETIREMENT

January 9, 2018 @ 11:00 AM - 12:20 PM
|Recurring Event (See all)

An event every week that begins at 11:00am on Tuesday, repeating until January 23, 2018

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

Sarasota, FL 34240 United States
+ Google Map

W18-SCF-49 FINANCIAL SURVIVAL FOR RETIREMENT Tuesdays: 11 a.m.-12:20 p.m. 3 Sessions: Jan. 9-Jan. 23 ACADEMY EAST (STATE COLLEGE OF FLORIDA, LAKEWOOD RANCH) Eric Rodriguez How do you make sure that your money will last throughout a long and fulfilling retirement? This basic course will teach you the principles and tactics 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 nest…

Find out more »

W18-41 WOMEN: IMPROVE YOUR FINANCIAL CONFIDENCE!

January 9, 2018 @ 1:00 PM - 2:30 PM
|Recurring Event (See all)

An event every week that begins at 1:00pm on Tuesday, repeating until February 13, 2018

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

W18-41 WOMEN: IMPROVE YOUR FINANCIAL CONFIDENCE! Tuesdays: 1-2:20 p.m. 6 Sessions: Jan. 9-Feb. 13 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 »

W18-41 WOMEN: IMPROVE YOUR FINANCIAL CONFIDENCE!

January 9, 2018 @ 1:00 PM - 2:20 PM
|Recurring Event (See all)

An event every week that begins at 1:00pm on Tuesday, repeating until February 13, 2018

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

W18-41 WOMEN: IMPROVE YOUR FINANCIAL CONFIDENCE! Tuesdays: 1-2:20 p.m. 6 Sessions: Jan. 9-Feb. 13 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 »

W18-68 WHAT WALL STREET DOESN’T WANT YOU TO KNOW

January 10, 2018 @ 1:00 PM - 2:20 PM
|Recurring Event (See all)

An event every week that begins at 1:00pm on Wednesday, repeating until February 14, 2018

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

W18-68 WHAT WALL STREET DOESN’T WANT YOU TO KNOW Wednesdays: 1:2:20 p.m. 6 Sessions: Jan. 10-Feb. 14 TEMPLE BETH SHOLOM Regan Teague Do you follow financial news and global events? Do you know why stocks react differently than bonds? Do you take an active role in your financial decisions? If you answered yes to any of these questions, this course has been designed for you and promises an astonishing look at how Wall Street works. Each week, we will learn…

Find out more »

W18-74 BOOMS, BUSTS, THIEVES, CROOKS, AND IDIOTS, OH MY!

January 11, 2018 @ 9:00 AM - 10:20 AM
|Recurring Event (See all)

An event every week that begins at 9:00am on Thursday, repeating until February 8, 2018

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

W18-74 BOOMS, BUSTS, THIEVES, CROOKS, AND IDIOTS, OH MY! Thursdays: 9-10:20 a.m. 5 Sessions: Jan. 11-Feb. 8 TEMPLE BETH SHOLOM Robert Klosterman Investors face the challenges of protecting their financial resources against the forces of inflation, volatility, financial industry groupthink, and global disruptions and dislocations. This course will explore how to design a portfolio in order to protect its value and to maximize the impact it can have, both in good times and bad. The instructor’s book, The Four Horsemen…

Find out more »

W18-83 MARKETS ROUND TABLE

January 11, 2018 @ 1:00 PM - 2:30 PM
|Recurring Event (See all)

An event every week that begins at 1:00pm on Thursday, repeating until March 1, 2018

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

W18-83 MARKETS ROUND TABLE Thursdays: 1-2:20 p.m. 8 Sessions: Jan. 11-Mar. 1 TEMPLE BETH SHOLOM Houston Hill Join us for the Markets Round Table, led by a former Wall Street bond trader with lifelong experience in financial markets. Using an open-ended discussion format, the Round Table will cover current and projected outlooks for the major financial markets, with an emphasis on stocks. Other topics will include the market implications of political policies, interest rates and the Fed, and basics of…

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W18-SCF-107 POSITIONING YOUR PORTFOLIO FOR TODAY’S UNCERTAIN MARKETS

January 11, 2018 @ 1:00 PM - 2:20 PM
|Recurring Event (See all)

An event every week that begins at 1:00pm on Thursday, repeating until February 1, 2018

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

Sarasota, FL 34240 United States
+ Google Map

W18-SCF-107 POSITIONING YOUR PORTFOLIO FOR TODAY’S UNCERTAIN MARKETS Thursdays: 1-2:20 p.m. 4 sessions: Jan. 11-Feb. 1 ACADEMY EAST (STATE COLLEGE OF FLORIDA, LAKEWOOD RANCH) Bob Latessa With a new administration in office and the stock market trading near all-time highs, investors are increasingly challenged with finding opportunities to maximize a realistic and sustainable rate of return without taking excessive risk. Whether it’s generating income in a low-interest rate environment or seeking growth opportunities, we will explore the various risks that…

Find out more »

W18-99 OUT OF THE BOX INVESTING

January 19, 2018 @ 9:00 AM - 12:00 PM
Main Campus Temple Beth Sholom, 1050 S. Tuttle Avenue, Building 1
Sarasota, FL 34237 United States
+ Google Map

W18-99 OUT OF THE BOX INVESTING Friday: 9 a.m.-12 p.m. 1 Session: Jan. 19 TEMPLE BETH SHOLOM Robert Klosterman This workshop will examine the process to source, evaluate, and investigate non-traditional investing opportunities in an effort to reduce portfolio volatility and enhance return opportunities. We will examine the current economic and investing climate and the impact of portfolio outcomes. Another focal point will be to understand the concepts of correlation and volatility in portfolio design and the overall benefits of…

Find out more »

W18-100 FINANCIAL ADVISORS: THE GOOD, THE BAD, AND THE UGLY

January 26, 2018 @ 9:00 AM - 12:00 PM
Main Campus Temple Beth Sholom, 1050 S. Tuttle Avenue, Building 1
Sarasota, FL 34237 United States
+ Google Map

W18-100 FINANCIAL ADVISORS: THE GOOD, THE BAD, AND THE UGLY Friday: 9 a.m.-12 p.m. 1 Session: Jan. 26 TEMPLE BETH SHOLOM Robert Klosterman Evaluating and or choosing a financial advisor is a critical decision that can impact the outcome of your overall financial security. The instructor will share his 40 years of experience as a fee-only financial advisor. He will offer strategies to separate the good, the bad, and the ugly when choosing financial advisors that will allow investors to…

Find out more »

March 2018

SP18-SCF-31 FINANCIAL SURVIVAL FOR RETIREMENT

March 6, 2018 @ 1:00 PM - 2:20 PM
|Recurring Event (See all)

An event every week that begins at 1:00pm on Tuesday, repeating until March 20, 2018

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

Sarasota, FL 34240 United States
+ Google Map

SP18-SCF-31 FINANCIAL SURVIVAL FOR RETIREMENT Tuesdays: 1-2:20 p.m. 3 Sessions: Mar. 6-20 ACADEMY EAST (STATE COLLEGE OF FLORIDA, LAKEWOOD RANCH) Eric Rodriguez How do you make sure that your money will last throughout a long and fulfilling retirement? This basic course will teach you the principles and tactics 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 nest egg, and…

Find out more »

SP18-56 FINANCIAL ADVISORS: THE GOOD, THE BAD, AND THE UGLY

March 9, 2018 @ 9:00 AM - 12:00 PM
Main Campus Temple Beth Sholom, 1050 S. Tuttle Avenue, Building 1
Sarasota, FL 34237 United States
+ Google Map

SP18-56 FINANCIAL ADVISORS: THE GOOD, THE BAD, AND THE UGLY Friday: 9 a.m.-12 p.m. 1 Session: Mar. 9 TEMPLE BETH SHOLOM Robert Klosterman Evaluating and or choosing a financial advisor is a critical decision that can impact the outcome of your overall financial security. The instructor will share his 40 years of experience as a fee-only financial advisor. He will offer strategies to separate the good, the bad, and the ugly when choosing financial advisors that will allow investors to…

Find out more »

SP18-55 UNDERSTANDING YOUR HOA

March 23, 2018 @ 9:00 AM - 12:00 PM
Main Campus Temple Beth Sholom, 1050 S. Tuttle Avenue, Building 1
Sarasota, FL 34237 United States
+ Google Map

SP18-55 UNDERSTANDING YOUR HOA Friday: 9 a.m.-12 p.m. 1 Session: Mar. 23 TEMPLE BETH SHOLOM Frank Monti Why do we choose to live in a deed-restricted community? Many of us sign on the dotted line and then later discover that the advantages of a Home Owner Association don’t live up to expectations. Some of us don’t like the idea of living under restrictions promulgated by our neighbors. Others want more restrictions and rules and regulations.This course provides a conceptual overview…

Find out more »

SP18-57 OUT OF THE BOX INVESTING

March 30, 2018 @ 9:00 AM - 12:00 PM
Main Campus Temple Beth Sholom, 1050 S. Tuttle Avenue, Building 1
Sarasota, FL 34237 United States
+ Google Map

SP18-57 OUT OF THE BOX INVESTING Friday: 9 a.m.-12 p.m. 1 Session: Mar. 30 TEMPLE BETH SHOLOM Robert Klosterman This workshop will examine the process to source, evaluate, and investigate non-traditional investing opportunities in an effort to reduce portfolio volatility and enhance return opportunities. We will examine the current economic and investing climate and the impact of portfolio outcomes. Another focal point will be to understand the concepts of correlation and volatility in portfolio design and the overall benefits of…

Find out more »

April 2018

SP18-42 OPTIONS BASICS

April 11, 2018 @ 1:00 PM - 2:20 PM
|Recurring Event (See all)

An event every week that begins at 1:00pm on Wednesday, repeating until April 11, 2018

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

SP18-42 OPTIONS BASICS Wednesdays: 1-2:20 p.m. 6 Sessions: Mar. 7-Apr. 11 TEMPLE BETH SHOLOM Craig Hill and Regan Teague Would you like to be able to control risk in your portfolio better? Would you like to be able to hedge your portfolio during periods of uncertainty and high market volatility? In this class, we will discuss basic options terminology, basic strategies, and how options can be used to help manage portfolio risk. We will also cover various options strategies that…

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SP18-47 BOOMS, BUSTS, THIEVES, CROOKS, AND IDIOTS, OH MY!

April 12, 2018 @ 11:00 AM - 12:20 PM
|Recurring Event (See all)

An event every week that begins at 11:00am on Thursday, repeating until April 12, 2018

Main Campus Temple Beth Sholom, 1050 S. Tuttle Avenue, Building 1
Sarasota, FL 34237 United States
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SP18-47 BOOMS, BUSTS, THIEVES, CROOKS, AND IDIOTS, OH MY! Thursdays: 11 a.m.-12:20 p.m. 6 Sessions: Mar. 8-Apr. 12 TEMPLE BETH SHOLOM Robert Klosterman Investors face the challenges of protecting their financial resources against the forces of inflation, volatility, financial industry groupthink, and global disruptions and dislocations. This course will explore how to design a portfolio in order to protect its value and to maximize the impact it can have, both in good times and bad. The instructor’s book, The Four…

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SP18-50 WOMEN: IMPROVE YOUR FINANCIAL CONFIDENCE!

April 12, 2018 @ 1:00 PM - 2:20 PM
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An event every week that begins at 1:00pm on Thursday, repeating until April 12, 2018

Main Campus Temple Beth Sholom, 1050 S. Tuttle Avenue, Building 1
Sarasota, FL 34237 United States
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SP18-50 WOMEN: IMPROVE YOUR FINANCIAL CONFIDENCE! Thursdays: 1-2:20 p.m. 6 Sessions: Mar. 8-Apr. 12 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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SP18-03 INVESTMENT REDUX

April 23, 2018 @ 9:00 AM - 10:20 AM
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An event every week that begins at 9:00am on Monday, repeating until April 23, 2018

Main Campus Temple Beth Sholom, 1050 S. Tuttle Avenue, Building 1
Sarasota, FL 34237 United States
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SP18-03 INVESTMENT REDUX Mondays: 9-10:20 a.m. 8 Sessions: Mar. 5-Apr. 23 TEMPLE BETH SHOLOM Lauren Rudd Do you need some extra assistance in determining how to select investments for your portfolio? Would you like to learn the basics of technical analysis in stock selection? Want to know more about the role the economy plays in investment selection? This course will emphasize combining both fundamental investment methodologies, such as asset allocation and intrinsic value, with charts depicting price and volume relationships…

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SP18-52 MARKETS ROUND TABLE

April 26, 2018 @ 1:00 PM - 2:20 PM
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An event every week that begins at 1:00pm on Thursday, repeating until April 26, 2018

Main Campus Temple Beth Sholom, 1050 S. Tuttle Avenue, Building 1
Sarasota, FL 34237 United States
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SP18-52 MARKETS ROUND TABLE Thursdays: 1-2:20 p.m. 8 Sessions: Mar. 8-Apr. 26 TEMPLE BETH SHOLOM Houston Hill Join us for the Markets Round Table, led by a former Wall Street bond trader with lifelong experience in financial markets. Using an open-ended discussion format, the Round Table will cover current and projected outlooks for the major financial markets, with an emphasis on stocks. Other topics will include the market implications of political policies, interest rates and the Fed, and basics of…

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May 2018

SU18-02 WHY ARE PRESCRIPTION DRUGS SO EXPENSIVE?

May 23, 2018 @ 11:00 AM - 12:20 PM
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An event every week that begins at 11:00am on Monday and Wednesday, repeating until May 23, 2018

Main Campus Temple Beth Sholom, 1050 S. Tuttle Avenue, Building 1
Sarasota, FL 34237 United States
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SU18-02 WHY ARE PRESCRIPTION DRUGS SO EXPENSIVE? Mondays and Wednesdays: 11 a.m.-12:20 p.m. 5 Sessions: May 9-23 Robert Essner Where do new drugs really come from? Why do drug companies advertise on TV? What are generic drugs and how do they compare to the originals? How do companies set prices for their drugs in this country and around the world? The former CEO of a major pharmaceutical company, with 40 years of experience in the field, will present an insider’s…

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SU18-17 OPPORTUNITIES IN TODAY’S MARKETS

May 29, 2018 @ 1:00 PM - 2:20 PM
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An event every week that begins at 1:00pm on Tuesday, repeating until May 29, 2018

Main Campus Temple Beth Sholom, 1050 S. Tuttle Avenue, Building 1
Sarasota, FL 34237 United States
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SU18-17 OPPORTUNITIES IN TODAY’S MARKETS Tuesdays: 1-2:20 p.m. 4 Sessions: May 8-29 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 a financial plan, the state of…

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November 2018

FA18-03 INTRODUCTION TO INVESTMENT ANALYSIS

November 12, 2018 @ 9:00 AM - 10:20 AM
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An event every week that begins at 9:00am on Monday, repeating until November 12, 2018

Main Campus Temple Beth Sholom, 1050 S. Tuttle Avenue, Building 1
Sarasota, FL 34237 United States
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FA18-03 INTRODUCTION TO INVESTMENT ANALYSIS Mondays: 9-10:20 a.m. 8 Sessions: Sept. 24-Nov. 12 TEMPLE BETH SHOLOM Lauren Rudd Do you feel as if you cannot select stocks successfully? Have you been unsuccessful in the past? Are you forced into mutual funds because you’re convinced “the experts” know more than you? This class will change all that. There is no black magic or hard-to-fathom secret to successful investing. Here you will learn how to evaluate companies and their securities. We will…

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FA18-14 A CRITICAL LOOK AT CENTRAL BANKING

November 13, 2018 @ 9:00 AM - 10:20 AM
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An event every week that begins at 9:00am on Tuesday, repeating until November 13, 2018

Main Campus Temple Beth Sholom, 1050 S. Tuttle Avenue, Building 1
Sarasota, FL 34237 United States
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FA18-14 A CRITICAL LOOK AT CENTRAL BANKING Tuesdays: 9-10:20 a.m. 2 Sessions: Nov. 6 & Nov. 13 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…

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FA18-SCF-65 FINANCIAL LITERACY FOR RETIREMENT

November 13, 2018 @ 11:00 AM - 12:20 PM
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An event every week that begins at 11:00am on Tuesday, repeating until November 13, 2018

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

Sarasota, FL 34240 United States
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FA18-SCF-65 FINANCIAL LITERACY FOR RETIREMENT Tuesdays: 11 a.m.-12:20 p.m. 3 Sessions: Oct. 30-Nov. 13 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…

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FA18-30 TRENDING ECONOMIC DISRUPTORS

November 14, 2018 @ 9:00 AM - 10:30 AM
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An event every week that begins at 9:00am on Wednesday, repeating until November 14, 2018

Main Campus Temple Beth Sholom, 1050 S. Tuttle Avenue, Building 1
Sarasota, FL 34237 United States
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FA18-30 TRENDING ECONOMIC DISRUPTORS Wednesdays: 9-10:20 a.m. 6 Sessions: Oct. 10-Nov. 14 TEMPLE BETH SHOLOM Alex Beavers There are several trends in the business use of technology that could cause major economic disruptions (and hopefully improvements) in industries around the world. This course will be a survey of current and possible future technology-driven economic trends including: on-demand transportation, distributed energy, quantized education, e-commerce, automated health care, decentralized manufacturing, and digital currency. Silver Member: $90; Gold Member: $81.

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FA18-SCF-68 OPPORTUNITIES IN TODAY’S MARKET

November 15, 2018 @ 1:00 PM - 2:20 PM
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An event every week that begins at 1:00pm on Thursday, repeating until November 15, 2018

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

Sarasota, FL 34240 United States
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FA18-SCF-68 OPPORTUNITIES IN TODAY’S MARKET Thursdays: 1-2:20 p.m. 4 Sessions: Oct. 25-Nov. 15 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, the…

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February 2019

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

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

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

Sarasota, FL 34240 United States
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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

February 7 @ 1:00 PM - 2:20 PM
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An event every week that begins at 1:00pm on Thursday, repeating until February 7, 2019

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

Sarasota, FL 34240 United States
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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…

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March 2019

W19-04 ADVANCED INVESTMENT ANALYSIS

March 4 @ 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

March 5 @ 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!

March 6 @ 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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SP19-25 A SNOWBIRD’S CHECKLIST FOR LIVING IN FLORIDA

March 19 @ 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 19 @ 1:00 PM - 2:20 PM
|Recurring Event (See all)

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 19 @ 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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SP19-05 PORTFOLIO MANAGEMENT

March 25 @ 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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