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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

Instructor: Latessa, Robert

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.