The class will explore the many varied and interesting financial topics of the day from the emergence of AI and massive new public companies to the near-term/long-term impact of current public policy. We'll discuss what it means for you and how best to make sense of it all. (Spoiler alert—the fundamentals of financial planning are as important as ever.) A lively and engaging discussion of these topics is encouraged and welcome.

Moderators: Bob Carroll, CPA, CFP®, is a long-time OLLI moderator as well as past Board member. In addition, His colleagues Heidi Rose, CFP®, and Skye Barry CFP®, CFA®, will contribute as moderators of this class.