QUICK LINKS — OLLI home page | OLLI digital catalog home | Questions? Email olli-online@udel.edu
Fall classes start September 8 — Priority Registration available July 30-August 11, details coming soon!
S – Economics, Finance, Political Science, Law
Ocean View Community Center | September 14, 2026-October 12, 2026
Monday: 10:45 AM-12:00 PM
In a rapidly evolving world, your financial plan and investments must keep pace. With markets offering more choices than ever, traditional strategies like the 60/40 portfolio and buy-and-hold may fall short. Are AI-driven investments or Bitcoin suitable for retirees? Join us to explore process-driven research, tax and financial planning, and other critical topics. This class is designed for everyone interested in markets and planning, with insights into advanced concepts for all levels.
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. He spent many years on the institutional side and has been an advisor since 2010. He is a high-energy presenter and instructor who loves educating.
Osher Lifelong Learning Institute (OLLI) at the University of Delaware
OLLI is an academic cooperative for adults 50 and over to enjoy classes, teach, exchange ideas and socialize together, with no exams or educational requirements for participation. OLLI welcomes you.
Kent/Sussex | Wilmington