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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: 10/06/20

3 sessions.

Days of the Week : Weekly - Tue .

Tuition: $0.00

Location : via Zoom Location : 
  via Zoom.

Instructor : Mark Shelby 

Total/Filled: 275/21

Add to Cart »

Behavioral Finance: How Common Biases Lead to Bad Investment Decisions

500019

Start date: 10/27/20

3 sessions.

Days of the Week : Weekly - Tue .

Tuition: $0.00

Location : via Zoom Location : 
  via Zoom.

Instructor : Mark Monroe 

Total/Filled: 30/17

Add to Cart »

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

500033

Start date: 10/29/20

2 sessions.

Days of the Week : Weekly - Thu .

Tuition: $0.00

Location : via Zoom Location : 
  via Zoom.

Instructor : John Burton 

Total/Filled: 275/28

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Lifetime Income Strategies

500001

Start date: 09/17/20

3 sessions.

Days of the Week : Weekly - Thu .

Tuition: $0.00

Location : via Zoom Location : 
  via Zoom.

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

Total/Filled: 275/25

Call 757-221-1506 to register

Modern Wealth Management

500010

Start date: 10/26/20

3 sessions.

Days of the Week : Weekly - Mon .

Tuition: $0.00

Location : via Zoom Location : 
  via Zoom.

Instructor : Sean Allburn 

Total/Filled: 275/30

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Social Security and Taxes in Retirement

500027

Start date: 10/26/20

3 sessions.

Days of the Week : Weekly - Mon .

Tuition: $0.00

Location : via Zoom Location : 
  via Zoom.

Instructor : Jacob Bales 

Total/Filled: 275/19

Add to Cart »

The Impact of Coronavirus on Global Markets and the Economy: Past, Present, and Future

500036

Start date: 11/17/20

3 sessions.

Days of the Week : Weekly - Tue .

Tuition: $0.00

Location : via Zoom Location : 
  via Zoom.

Instructor : Keith Reagan 

Total/Filled: 275/96

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Understanding Today’s Economic Trends and Issues

500006

Start date: 10/29/20

3 sessions.

Days of the Week : Weekly - Thu .

Tuition: $0.00

Location : via Zoom Location : 
  via Zoom.

Instructor : Dan Gaske 

Total/Filled: 275/97

Add to Cart »
 

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