Broker Check


Our workshops are designed to help you answer the following questions:

What does your financial future look like?

Is your current investment strategy designed to win?

What 4 OBSTACLES may be standing in your way?

What 4 SOLUTIONS are available to help you reach your goals?


 A Consumer's Guide to Investment Advice

 (See OLLI Course Catalog for description)

Tuesdays, Feb. 5-Mar. 5, 9:30-10:45 am, offered by Osher Lifelong Learning Institute (OLLI) at the University of Cincinnati to anyone over age 50. Class is limited to first 20 people. Registration is only through OLLI. Go online at and either click Login if you already have an OLLI account or Create a New Account. Then register for class # 3408. Telephone (513-556-9186) and mail in registration is also available. Classes are held at Adath Israel, 3201 E. Galbraith Rd., 45236 (Amberley Village). Free parking. Registrations open on January 15. Class admittance requires a fall membership in OLLI ($90) and a class fee ($5). Winter term membership also allows registration in scores of other classes available at five different sites.