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ORICL - Oak Ridge Institute for Continued Learning
Finance
Finance

200     Income Planning in the New Economy-Tips and Techniques to Make Sure Your Money Lasts
 

Income PlanningThis course will teach you fundamental principles of income planning to ensure that your money lasts.  On average today’s retirees are living longer than any previous generation, and one of the changes to the retirement story is the fear of not having enough income to last a longer lifetime. This class will examine investing for income, how to create personal pensions and guaranteed income in retirement, and how to maximize Social Security benefits.

Josh Jones is a Financial Advisor with The Mentzer Group. His experience in the financial and customer service industries, as well as his family heritage of entrepreneurs and private investing has helped him guide his clients toward peace of mind in retirement. Mr. Jones has comprehensive knowledge of strategies for Retirement Income Planning, Wealth Preservation and Estate Planning.  He and his clients work together to plan for lifetime income, while minimizing the devastating effects of market risk. Josh is a member of the National Ethics Association. 

Two sessions:  Tuesdays, 11:00 a.m. - 12:10 p.m., September 23 and 30

201 What's New since Obamacare:  A 2014 Income Tax Update

This course will take a look back at recent tax law changes, review changes for 2014, and use our crystal ball to look into the future for new legislation that may affect our tax burden. We will spend time discussing various tax planning strategies that may save you money. We will also spend time discussing estate planning and the taxes related to failure to properly position your estate for the inevitable. Time will be allocated to allow for discussion of tax issues that may be important to participants who may want to share an issue with the class. Come prepared to ask questions, have fun, and maybe learn something that will save you money!

Tracy J. Larabee is the owner of his own CPA firm in Oak Ridge and has been practicing accounting in the Oak Ridge area since 1989.  He has had extensive experience in the areas of taxation and estate planning.  He is a member of the American Institute of Certified Public Accountants and Tennessee Society of Certified Public Accountants.  He is a past member of the Oak Ridge Board of Education.

Three sessions:  Wednesdays, 9:30 - 10:40 a.m., November 26, December 3 and 10

202      Investing Fundamentals: How Fixed Income, Mutual Funds, Stock, and  Tax-Free Investing can be a part of your investment strategywatch pic

If you're like many people, you have financial goals in mind but feel a bit unsure about which investment strategy may be right for you. In this series, it’s our goal to help you gain fundamental investment knowledge, and give you a better understanding of your options as you move toward your personal financial goals.

Focus on Fixed Income:  Explore the features of fixed-income investments and how quality bonds can serve as the foundation of a well-balanced portfolio.  In this seminar, you'll learn the basics of bonds, the advantages of laddering and how fixed income may make sense as part of your investment strategy.

A Smart Start to Mutual Funds:  When it comes to investing, there’s no better place to start than with the basics. Join us for a discussion on the basics of mutual funds.

Take Stock in the Market:  This seminar explores stock market basics in simple terms, including the basic structure of the stock market and three principles that can help you become successful in stock investing.

Tax-free Investing: It’s Not What You Make, It’s What You Keep:  Join us to learn how certain investments can deliver tax-free income and possibly keep you in a lower tax bracket.

Michael Ousley is an Anderson County native—growing up in Clinton and attending Oak Ridge High School.  He later went to the University of TN, Knoxville for Engineering and managed an automotive plastics plant in Oak Ridge and Lenoir City before changing careers to be a Financial Advisor with Edward Jones.  He has been an Edward Jones client since birth, and was hired by Edward Jones in 2011.  His office is located in downtown Clinton.  

Four sessions:  Mondays, 2:30 - 3:40 p.m., November 17, 24,  December 1 and 8

203 Understanding Medicare and Selecting Coverage

MedicareJoin us for this ORICL class to gain a basic understanding of Medicare Part A, B, C, D and Medicare Supplements. Gain a familiarity with www.Medicare.gov and how prescriptions can affect the annual cost of coverage.

David A. Vudragovich, a 1995 BSBA graduate from Robert Morris in Finance, has been involved in Anderson County since 2011.  He works with many local non-profits and is passionate about educating others and letting them make informed decisions about their insurance coverage.  He has been helping people understand insurance and designing individual insurance strategies since 2007.

One session:  Wednesday, 1:00 - 2:10 p.m., October 1

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