Fall 2025 OLLI Digital Catalog 

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Retirement Planning And Investing In Today’s Environment (S285-1)

S – Economics, Finance, Political Science, Law

Lewes (Trinity Faith Education Building) | September 8, 2025-October 6, 2025

Monday: 10:45 AM-12:00 PM

This is a hybrid course. One section meets on site at the location listed; and one section meets online only.

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? This class is for all interested in the markets and investment planning, but we discuss advanced concepts as well.

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. Spent many years on the institutional side and has been an advisor since 2010. High-energy presenter and instructor who loves educating. (S285)

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