W19-04 Advanced Investment Analysis

Starts from: 1/14/2019
9:00 AM - 10:20 AM

$90.00

Campus Location
OLLI
1050 S. Tuttle Ave. Building 1 Sarasota, FL 34237
COURSE FEATURE
  • Register
    OLLI
  • Course Code
    W19-04
  • Duration
    7
  • School
    OLLI
  • Class Day(s)
    Monday
CLASS DESCRIPTION

(No Class on Jan. 21; Holiday) This course takes you a step beyond dividend and intrinsic value analysis as presented in the “Introduction to Investment Analysis” course. The material in this course will teach you how to analyze the financial history and forecast the future performance of a company by utilizing a series of computer models and Excel programs. We will also discuss how to analyze the performance and management of a portfolio. While participation in the introductory course is helpful, it is not mandatory. The content of both courses is drawn from the instructor’s university-level course on security analysis.

Lauren Rudd, with 40 years of Wall Street experience, is president of Rudd International Asset Management. He is a syndicated newspaper columnist and recognized public speaker. He has a bachelor of science in economics and computer science from the University of Maryland and did graduate work at Wharton (PA) and University of South Florida. Lauren.Rudd@RuddInternational.com

SP19-05 Portfolio Management

Starts from: 3/11/2019
9:00 AM - 10:20 AM

$95.00

Campus Location
OLLI
1050 S. Tuttle Ave. Building 1 Sarasota, FL 34237
COURSE FEATURE
  • Register
    OLLI
  • Course Code
    SP19-05
  • Duration
    8
  • School
    OLLI
  • Class Day(s)
    Monday
CLASS DESCRIPTION

Once you have decided what you want to invest in, do you know how to use your selections to create and actively manage a portfolio? This course, a continuation of the instructor’s series of investment analysis courses, will emphasize how to combine and manage a portfolio of investment instruments to maximize expected returns while controlling risk. The entire active management process—from information to forecasts to implementation—will be covered.

Lauren Rudd, with 40 years of Wall Street experience, is president of Rudd International Asset Management. Lauren is a syndicated newspaper columnist and recognized public speaker. He has a bachelor of science in economics and computer science from the University of Maryland and did graduate work at Wharton (PA) and University of South Florida. Lauren.Rudd@RuddInternational.com

SU19-06 Successful Strategies For Today’s Market

Starts from: 5/7/2019
1:00 PM - 2:20 PM

$70.00

Campus Location
OLLI
1050 S. Tuttle Ave. Building 1 Sarasota, FL 34237
COURSE FEATURE
  • Register
    OLLI
  • Course Code
    SU19-06
  • Duration
    4
  • School
    OLLI
  • Class Day(s)
    Tuesday
CLASS DESCRIPTION

This class will provide a broad look at the current state of today’s financial markets. We will not only address the risks investors face but will also outline opportunities that wealth managers look for when allocating portfolios. Themes to be discussed will include: tax-advantaged investing, investing for income in a low-interest-rate environment, analysis of investor behavior, the benefits of having a financial plan, the state of corporate earnings, and, of course, where to seek opportunities when markets are trading at all-time highs

Bob Latessa is a graduate of Harvard University with a degree in government. He is a financial advisor with Morgan Stanley Wealth Management. Bob is a native of Bradenton and the head wrestling coach at St. Stephen’s Episcopal School also in Bradenton.

W19-35 Corrections, Panic and Collapses: A Historical Look at Financial Markets

Starts from: 1/29/2019
1:00 PM - 2:20 PM

$90.00

Campus Location
OLLI
1050 S. Tuttle Ave. Building 1 Sarasota, FL 34237
COURSE FEATURE
  • Register
    OLLI
  • Course Code
    W19-35
  • Duration
    6
  • School
    OLLI
  • Class Day(s)
    Tuesday
CLASS DESCRIPTION

Learn how to recognize financial market corrections, panics, and collapses. How can people protect themselves during negative market conditions? How have others profited? We will examine recent collapses including Brazil and Argentina contrasted with historical collapses, such as the Great Depression. Arm yourself with lessons of the past and be ready to take on the future!

Craig Hill is a Certified Financial Planner® practitioner with more than 20 years’ experience in the industry. Craig most recently worked for Charles Schwab where he managed and ran the Sarasota and Venice offices. He is a graduate of Texas Tech University with a bachelor’s in personal financial planning.

W19-60 Women: Improve Your Financial Confidence!

Starts from: 1/30/2019
1:00 PM - 2:20 PM

$90.00

Campus Location
OLLI
1050 S. Tuttle Ave. Building 1 Sarasota, FL 34237
COURSE FEATURE
  • Register
    OLLI
  • Course Code
    W19-60
  • Duration
    6
  • School
    OLLI
  • Class Day(s)
    Wednesday
CLASS DESCRIPTION

Current research shows that women control the majority of personal wealth in the United States and make most of the household buying and investing decisions. A 2006 study found that 90 percent of women respondents reported feeling insecure when it comes to personal finance. If you would like to learn more about financial services and feel more secure in your financial decision-making, this course is for you. Subjects covered will include basic terminology and financial management concepts and estate-planning basics. The class will be a relaxed learning environment, designed to increase your knowledge and confidence.

Craig Hill is a Certified Financial Planner® practitioner with more than 20 years’ experience in the industry. He is a graduate of Texas Tech University with a bachelor’s in personal financial planning. Regan Teague received a bachelor’s at Ashland University (OH) and is pursuing his Chartered Financial Analyst (CFA) designation.

SP19-21 A Critical Look at Central Banking

Starts from: 3/12/2019
1:00 PM - 2:20 PM

$60.00

Campus Location
OLLI
1050 S. Tuttle Ave. Building 1 Sarasota, FL 34237
COURSE FEATURE
  • Register
    OLLI
  • Course Code
    SP19-21
  • Duration
    3
  • School
    OLLI
  • Class Day(s)
    Tuesday
CLASS DESCRIPTION

SP19-21 A CRITICAL LOOK AT CENTRAL BANKING Tuesdays: 1-2:20 pm 3 Sessions: Mar. 12-Mar. 26 TEMPLE BETH SHOLOM Tom Dietrich The central bank of the U.S. is the Federal Reserve System. In this class, the instructor will discuss: Who owns the capital stock of the Federal Reserve Banks? Is the Federal Reserve System a branch of the U.S. government? How do Federal Reserve Banks create money? Do the Federal Reserve Banks act in the best interest of the American taxpayer? What is the difference between a U.S. Treasury Note and a Federal Reserve Note? The instructor will present a critical view of the Federal Reserve System and a monetary reform plan that could eliminate our national debt. Silver Member: $60; Gold Member: $54.

Tom Dietrich worked at Caterpillar for 43 years in management positions. He received a bachelor’s degree in industrial engineering from Millikin University (IL) and an MBA from Case Western Reserve (OH). Tom taught management training programs in Caterpillar U. He was on staff in Caterpillar U. when it was named best Corporate U. in the U.S. by ASTD. wtdiet1944@yahoo.com (p. 41)

W19-04 Advanced Investment Analysis

Starts from: 1/14/2019
9:00 AM - 10:20 AM

$90

Campus Location
OLLI
1050 S. Tuttle Ave. Building 1 Sarasota, FL 34237
COURSE FEATURE
  • Register
    OLLI
  • Course Code
    W19-04
  • Duration
  • School
    OLLI
  • Class Day(s)
    Monday
CLASS DESCRIPTION

(No Class on Jan. 21; Holiday) This course takes you a step beyond dividend and intrinsic value analysis as presented in the “Introduction to Investment Analysis” course. The material in this course will teach you how to analyze the financial history and forecast the future performance of a company by utilizing a series of computer models and Excel programs. We will also discuss how to analyze the performance and management of a portfolio. While participation in the introductory course is helpful, it is not mandatory. The content of both courses is drawn from the instructor’s university-level course on security analysis.

Lauren Rudd, with 40 years of Wall Street experience, is president of Rudd International Asset Management. He is a syndicated newspaper columnist and recognized public speaker. He has a bachelor of science in economics and computer science from the University of Maryland and did graduate work at Wharton (PA) and University of South Florida. Lauren.Rudd@RuddInternational.com