Spring 2017 OLLI Catalog (Interactive)
The Osher Lifelong Learning at California State University Dominguez Hills is a program of educational, cultural, and social opportunities for retired and semi-retired individuals age 50 and above. Members experience taking courses in a relaxed atmosphere for the pure pleasure of learning.
The Osher Lifelong Learning at California State University Dominguez Hills is a program of educational, cultural, and social opportunities for retired and semi-retired individuals age 50 and above. Members experience taking courses in a relaxed atmosphere for the pure pleasure of learning.
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BUSINESS AND FINANCE<br />
Estate Planning Made Easy<br />
NEW!<br />
Did you know that your estate consists of everything of value accumulated<br />
throughout your lifetime? Real estate, automobiles, stock<br />
portfolios, pensions, cash, your kids (ok maybe not your kids). Join<br />
us for this informative and easy to understand workshop to learn<br />
how to preserve, manage, and transfer your assets whether you are<br />
alive or not. This process involves weighing various personal and<br />
financial decisions and creating legal arrangements to carry<br />
out those decisions. We will discuss how to properly receive an<br />
inheritance as well as how to give one using strategies to avoid<br />
expensive delays, legal challenges and promote equitable<br />
distribution of assets and charitable giving in the form of case<br />
studies. The class will take a closer look at wills, trusts, asset<br />
protection, probate, health care directives, and estate taxes.<br />
John C. Pak is a Certified Financial Planner with 17 years of<br />
experience in the financial advisory industry. He actively<br />
spearheads community outreach initiatives with local colleges,<br />
public libraries, and lifelong learning centers in Los Angeles<br />
County to promote financial literacy and empowerment<br />
through workshops and seminars.<br />
Six Barriers to Investment Success:<br />
Uncovering Your Behavioral Biases<br />
Are hidden biases undermining your investment success?<br />
NEW!<br />
We like to think we invest rationally, but the field of behavioral<br />
finance has shown that there are social, emotional, and even cognitive<br />
factors that can affect our financial decisions and stand in the<br />
way of investment success.<br />
By identifying these unconscious tendencies, we may have a better<br />
chance of meeting our long-term goals.<br />
In this presentation, you will learn more about:<br />
<br />
<br />
<br />
• Common Behavioral Biases<br />
• How Biases Affect Our Decision-Making Ability<br />
• The Impact of Biases on Investment Portfolios<br />
Instructor: John C. Pak,<br />
CFP ® RIFP ®<br />
Thursday, January 26<br />
10:00am – 12:00pm<br />
Extended Education Building, EE-1221<br />
Fee: Free to <strong>OLLI</strong> members<br />
NLLL 255 Section 01<br />
Course No. 23502<br />
Instructor: Vickie Intriago,<br />
CFP, ® CERTIFIED FINANCIAL PLANNER <br />
Vickie Intriago is a Registered<br />
Representative and securities are<br />
offered through LPL Financial,<br />
member FINRA/SIPC.<br />
2 Wednesdays<br />
April 12, 19<br />
10:00am – 11:30am<br />
Extended Education Building, EE-1206<br />
Fee: $10<br />
NLLL 255 Section 02<br />
Course No. 23526<br />
As long as happiness lives within you,<br />
you can take it wherever you go.<br />
<strong>Spring</strong> <strong>2017</strong> | www.csudh.edu/olli | (310) 243-3208 19
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