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OSHER LIFELONG LEARNING INSTITUTE

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OLLI at SOU > Catalog/Register > Life Planning

Life Planning   

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  • Managing Your Money in Retirement – In-Person
  • Item Number: S25LIFE121A
    Dates: 5/14/2025 - 5/28/2025
    Times: 1:00 PM - 2:30 PM
    Days: W
    Sessions: 3
    Maximum Enrollment:  34
    Seats Available:  18
    Building: Campbell Center
    Room: Room A
    Instructor: Kenji Bleicker
    If you are in retirement or getting ready for retirement, you must manage your income, investments and expenses to ensure that your money will last throughout your life. This course will help with identifying sources of income (Social Security, pensions, investment and personal real estate) and coordinating investments and retirement savings to cover expenses over time. Future cash flow needs will be discussed along with how to best supplement income with portfolio withdrawals. There are no prerequisites for this course, but having taken the course Retirement and Your Money: What You Should Know (OLLI at SOU spring and fall 2024), is recommended. No specific investment advice will be given.
 

  • Older Drivers and Safety – In-Person
  • Item Number: S25LIFE308M
    Dates: 5/20/2025 - 5/21/2025
    Times: 1:00 PM - 4:30 PM
    Days: Tu W
    Sessions: 2
    Maximum Enrollment:  30
    Seats Available:  2
    Building: Medford Higher Education Center
    Room: Room 118
    Instructor: Daniel Wise

    Using research-backed strategies, the AARP Smart Driver course has been shown to significantly reduce the risk of accidents, help you become more proficient in the current rules of the road, improve your defensive driving techniques and help with safe vehicle operation amid today’s more demanding driving environment. This course, crafted for drivers age 50 and older, will focus on the vital relationship between the driver, vehicle and road and look at how factors such as aging, medications or alcohol can impact driving. You’ll gain insights into safe driving practices while sharing the road and learn about the latest vehicle safety features and technological advancements. Maybe most important, you’ll identify when it’s no longer safe to drive and how to find alternative travel options. This course may qualify you for a multiyear discount on your auto insurance while helping you confidently maintain your independence and safety on the road.

    NOTE: A required materials fee of $20 to $25 (discount for AARP members) includes a comprehensive 120-page participant guide to bolster learning and reinforce key concepts.

 

  • Revocable Trusts, Wills and the Probate Process – In-Person
  • Item Number: S25LIFE313A
    Dates: 5/9/2025 - 5/30/2025
    Times: 9:00 AM - 11:00 AM
    Days: F
    Sessions: 4
    Maximum Enrollment:  34
    Seats Available:  11
    Building: Campbell Center
    Room: Room A
    Instructor: Robert Good, Sarah Vaile
    Students can expect to learn broad legal concepts for Oregon Estate Planning. The course will highlight differences between simple wills and revocable trusts as well as the probate process. Students will learn how wills and trusts relate to probate, estate taxes and distribution to beneficiaries. Discussion on the probate process, including its purpose, time frames, notices and associated legal obligations, will be highlighted. In addition, the purpose and function of the legal documents which accompany a simple will and a revocable trust will be discussed. The student will better understand the use of a will or trust, durable powers of attorney and advanced health-care directives in their personal planning. The instruction method will primarily be lecture with student interaction encouraged. No prior knowledge is needed, only a desire to learn. No text will be required. There will be numerous handouts in each class.
 

  • DIY BI Stock Portfolio Management – Online
  • Item Number: S25LIFE141
    Dates: 4/4/2025 - 5/23/2025
    Times: 9:00 AM - 10:30 AM
    Days: F
    Sessions: 8
    Maximum Enrollment:  21
    Building: Online
    Room: (Zoom)
    Instructor: Marcia Couey, Michael Smith
    Registration for this course is closed. 

    This DIY BetterInvesting (BI) portfolio discussion/workshop gives students practice managing a portfolio using a structured process. We start with three BI reports, four videos, a five-step process (with multiple sub-steps) and a checklist to conduct portfolio reviews for breakout group portfolios. Each student will bring stock symbols for inclusion in the group portfolios. We will use “Stock Selection Guide (SSG) & Portfolio Management Magic” by Mike Torbenson to learn the process. A link to a free PDF version will be provided in the pre-course email, or you can purchase the print version on Amazon. We also use the book’s collection of spreadsheet-and-form templates in a free Google Drive folder to do advanced tasks. You will learn how to replace low-performing stocks with new stocks. It is essential to have BI SSGPlus membership and to have previously taken two OLLI courses: DIY FUNdamental Stock Analysis Beginner and Beyond Beginner. Basic MS Word/Excel or Google Docs/Sheets skills are helpful. See www.betterinvesting.org. 

    NOTE: Maximum benefits will be achieved by attending all eight sessions. Equities (in sample portfolios) are for educational purposes only; no recommendations will be made. We do not present alternate investment strategies. No penny stocks, ADRs, ETFs, index funds, bonds, mutual funds, financial advisers, cryptocurrencies or foreign stocks will be discussed. No iPads in this class. Newer Windows or Mac OS versions only, and BI membership at the SSGPlus level and Google Chrome as your primary browser are essential.  

 

  • Home Repairs and Maintenance – In-Person
  • Item Number: S25LIFE312A
    Dates: 4/2/2025 - 6/4/2025
    Times: 11:00 AM - 12:30 PM
    Days: W
    Sessions: 10
    Maximum Enrollment:  42
    Building: Campbell Center
    Room: Room D
    Instructor: Mitch Hrdlicka
    Registration for this course is closed. 

    This course is designed for anyone with little or no knowledge of maintaining and repairing a home. Class members will learn how water, gas and electricity come into a home and how to shut them off, how to change the filter in a furnace and clean the coils on a refrigerator, and why you should. We’ll talk about paint, how to replace a light switch or plug, fix a stuck door, what is a good set of tools and what you should watch for outside the home, such as clogged gutters, water leaks, siding damage, invasive vegetation and more. We’ll talk about the advantages and disadvantages of buying through big-box stores versus independent merchants and how to choose a contractor. Above all, we’ll talk about what class members want to know about maintenance and repairs to the building that keeps them safe and comfortable. Don’t hesitate to ask questions. You will learn to take care of your home, so your home can take care of you!

    NOTE: Each term of this previously taught course is different, as there are new issues brought to class. If you have taken the class before, you will likely gain knowledge in something not previously discussed or that you didn’t quite understand the first time.

 

  • Nutrition for Seniors – In-Person
  • Item Number: S25LIFE314A
    Dates: 4/7/2025 - 5/12/2025
    Times: 11:00 AM - 12:30 PM
    Days: M
    Sessions: 6
    Maximum Enrollment:  78
    Building: Campbell Center
    Room: Room E
    Instructor: DeeAnna Breazeale
    Registration for this course is closed. 
    Nutrition for Seniors will focus on how proper nutrition can help build immunity against illness, and how seniors can protect themselves from, and even prevent, chronic illness and disease by embracing healthier eating. Students will learn about seasonal foods that fight free radicals and inflammation and what to look for in meal replacement drinks. The course will discuss nutrient-dense grains and healthy versus unhealthy fats. In the course you will gain insights into the importance of protein at every meal and the amount of amino acids seniors need and the foods that contain them. The instructor will discuss the importance of reading and interpreting food labels accurately to build a healthy plate. Throughout the course, students will be encouraged to embrace the value of eating together.
 

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