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Osher Lifelong Learning Institute
at William & Mary


Welcome to the Spring Semester

Finance   

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  • Lifetime Income Strategies
  • Dates: 4/16/2026 - 4/30/2026
    Times: 9:30 AM - 11:30 AM
    Days: Th
    Sessions: 3
    Building: School of Education
    Room: Room 2000
    Instructor(s): Jacob Bales, James Bales
    Fee: $0.00

    We will discuss financial education for retirees and planning your income for life. Post-retirement planning is often more difficult than planning for retirement. You are managing your entire nest egg –  not collecting paychecks any more – with less time to recover your potential mistakes. In this course, you learn time-tested strategies for planning your retirement income that are designed to make your money last.

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