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Lifelong Learning | the path to enriching your life

Collaboration, Integrity, Respect,

Non-Credit Programs

Non-credit open enrollment programs open to everyone!
No admission requirements
Personal enrichment and professional development

Study Online: Take classes that fit YOUR schedule!
Lifelong Learning offers instructor-facilitated online courses in partnership with ed2go™
The courses are informative, fun, convenient, and highly interactive

Institute for Learning in Retirement (ILR): Learning is a lifelong process
Educational and social opportunities for persons aged 50+

 

Refund Policy

 

PLEASE NOTE: REFUND POLICY FOR ALL PROGRAMS

 

No refunds for cancellations made within one week prior to the event or class.
To officially withdraw from a class you must notify Lifelong Learning. Failure to attend, or notification to the instructor, does not constitute an official withdraw. There will be a $10 non-refundable administrative fee applied to all cancellations. Online Courses–No refund once class has begun. Miami University reserves the right to change instructors and postpone or cancel courses due to insufficient enrollments or unforeseen circumstances.

 

 

 

Financial Strategies for Successful Retirement®

 

Financial Strategies for Successful Retirement® will show you how to prepare for a financially secure retirement. This course gives you the essential information and tools you need to handle your day to day finances, potentially reduce your taxes, and manage your investments. What's more, it will teach you how to assess your current financial situation and develop a personalized plan to reach your retirement goals.  

Instructors: This seminar is presented across North America by financial services professionals. They not only draw upon real life experiences with numerous clients, they are also licensed in the areas of investment securities and insurance.  Your local instructors are Kenneth L. Weiss and Erik E. Shifflett, CFP®, registered representatives with Wells Fargo Advisors,LLC member FINRA/SIPC.  All finance and investing courses are educational programs and are not meant as advisory services.

For fall 2009 the course is available at two different locations:

Dates: Thursday evenings October 1,8,15,22
Time: 6:30pm - 9pm
Location :  Towers of Kenwood, Large Conference Room, 8044 Montgomery Rd. Ste 570 Cincinnati OH 45236

Dates: Saturday Mornings October 3,10,17
Time: 9am - 12pm
Location:  Anderson Center 7850 Five Mile Rd., Anderson Township, OH 45230


Fees: $49 per person or couple, which includes a 240 page
financial strategies workbook.

 

Click here to register

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