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Retirement, estate planning, investing, etc.

Please click on the course title to see the full course description.

If you have questions, please provide us with the course title when e-mailing (osher@wm.edu) or calling (757.221.1506).

 

Featured Classes


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Accounting Information and Resource Allocation in Capital Markets

500023

Start date: 03/19/19

6 sessions.

Days of the Week : Weekly - Tue .

Tuition: $0.00

Location : Discovery Park, New Town Location : 
  Discovery Park, New Town.

Instructor : Phil Shane 

Please read: Reading: Suggested: Equity Valuation and ...More

Total/Filled: 40/6

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Baby Boomer Retirement: The Rules Have Changed

500024

Start date: 01/31/19

3 sessions.

Days of the Week : Weekly - Thu .

Tuition: $0.00

Location : Discovery Park, New Town Location : 
  Discovery Park, New Town.

Instructor : Mark Shelby 

Total/Filled: 40/29

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Behavioral Finance: How Common Biases Lead to Bad Investment Decisions

500019

Start date: 04/30/19

3 sessions.

Days of the Week : Weekly - Tue .

Tuition: $0.00

Location : Thomas Nelson Community College Location : 
  Thomas Nelson Community College.

Instructor : Mark Monroe 

Total/Filled: 40/14

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Current Events, the Stock Market, and YOU

500026

Start date: 02/18/19

3 sessions.

Days of the Week : Weekly - Mon .

Tuition: $0.00

Location : Thomas Nelson Community College Location : 
  Thomas Nelson Community College.

Instructor : Keith Reagan 

Total/Filled: 40/40

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Estate Planning for Modern Times

500025

Start date: 01/29/19

3 sessions.

Days of the Week : Weekly - Tue .

Tuition: $0.00

Location : Discovery Park, New Town Location : 
  Discovery Park, New Town.

Instructor : Rhiannon Hartman 

Total/Filled: 40/35

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Lifetime Income Strategies

500001

Start date: 04/30/19

3 sessions.

Days of the Week : Weekly - Tue .

Tuition: $0.00

Location : Discovery Park, New Town Location : 
  Discovery Park, New Town.

Instructor : Multiple Instructor :
 1.Jacob Bales  2.Jim Bales 

Total/Filled: 40/21

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Modern Wealth Management

500010

Start date: 01/31/19

3 sessions.

Days of the Week : Weekly - Thu .

Tuition: $0.00

Location : Edgeworth Park at New Town Location : 
  Edgeworth Park at New Town.

Instructor : Sean Allburn 

Total/Filled: 40/27

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Preserving and Transferring Wealth in the Commonwealth of Virginia

500003

Start date: 02/22/19

3 sessions.

Days of the Week : Weekly - Fri .

Tuition: $0.00

Location : Thomas Nelson Community College Location : 
  Thomas Nelson Community College.

Instructor : Wake Buxton 

Total/Filled: 40/15

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Protecting Your Estate From Probate, Taxes, Creditors and Long-Term Care Expenses

500004

Start date: 03/21/19

3 sessions.

Days of the Week : Weekly - Thu .

Tuition: $0.00

Location : Discovery Park, New Town Location : 
  Discovery Park, New Town.

Instructor : John Burton 

Total/Filled: 40/17

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Social Security and Taxes in Retirement

500027

Start date: 01/30/19

3 sessions.

Days of the Week : Weekly - Wed .

Tuition: $0.00

Location : Williamsburg Landing Location : 
  Williamsburg Landing.

Instructor : Jacob Bales 

Total/Filled: 60/32

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Osher Institute Offices
5300 Discovery Park Blvd Rooms 111, 112
Williamsburg, Virginia 23188