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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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Baby Boomer Retirement: The Rules Have Changed

500024

Start date: 04/09/20

3 sessions.

Days of the Week : Weekly - Thu .

Tuition: $0.00

Location : via Zoom Location : 
  via Zoom.

Instructor : Mark Shelby 

Total/Filled: 100/18

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Beating Wall Street at Its Own Game

500034

Start date: 06/01/20

3 sessions.

Days of the Week : Weekly - Mon .

Tuition: $0.00

Location : School of Education Location : 
  School of Education.

Instructor : Keith Reagan 

Total/Filled: 40/40

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Behavioral Finance: How Common Biases Lead to Bad Investment Decisions

500019

Start date: 04/08/20

3 sessions.

Days of the Week : Weekly - Wed .

Tuition: $0.00

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

Instructor : Mark Monroe 

Total/Filled: 25/21

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Do Only The Rich Have Trusts? Key Strategies Using Trusts in Your Estate Plan

500033

Start date: 04/30/20

3 sessions.

Days of the Week : Weekly - Thu .

Tuition: $0.00

Location : via Zoom Location : 
  via Zoom.

Instructor : John Burton 

Total/Filled: 100/39

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Estate Planning for Modern Times

500025

Start date: 03/18/20

3 sessions.

Days of the Week : Weekly - Wed .

Tuition: $0.00

Location : School of Education Location : 
  School of Education.

Instructor : Rhiannon Hartman 

Total/Filled: 40/23

Call 757-221-1506 to register

Modern Wealth Management

500010

Start date: 04/28/20

3 sessions.

Days of the Week : Weekly - Tue .

Tuition: $0.00

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

Instructor : Sean Allburn 

Total/Filled: 30/30

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Social Security and Taxes in Retirement

500027

Start date: 04/09/20

3 sessions.

Days of the Week : Weekly - Thu .

Tuition: $0.00

Location : via Zoom Location : 
  via Zoom.

Instructor : Jacob Bales 

Total/Filled: 200/23

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