Virtual Class: Success and Significance in Retirement (OLLI 2023)

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University of Virginia’s LIFE007

April 13 – May 4, 2023

Virtual on Zoom | Thursdays 12 PM – 1 PM

This spring, join us on Zoom to learn the financial planning required for success and significance in retirement.

Our virtual class is offered through the Osher Lifelong Learning Institute (OLLI) at the University of Virginia and is available online for anyone to enroll.

To enroll in the class, make yourself a login here, add the Spring membership ($75) to your cart, and then enroll in the class here ($44). All proceeds go to the University of Virginia’s program.

If you are new to OLLI at UVA, you can get your first semester’s Membership for just $25 by calling OLLI at (434) 923-3600 or emailing them at

The class will be held virtually on Zoom from noon to 1:00 PM EST on the four Thursdays between April 13 and May 4, 2023.

We hope to see you in class!

Financial Planning for Success and Significance in Retirement (LIFE007)

Most Americans fail to plan adequately for retirement. As a result, they often miss out on opportunities to enjoy the second half of life. Designed for people from age 50 to 65, this course covers how to handle investments; set safe spending rates; navigate retirement benefits, health care, and Social Security; organize estate planning; and manage generational financial planning. By the end of the course, participants will have developed an effective action plan to achieve their life goals.

Instructor Bio:

David John Marotta, CFP®, AIF®, AAMS®, is the president of Marotta Wealth Management and Megan Russell, APMA®, is the Chief Operating Officer. Both are prolific financial columnists. They have been published or quoted on financial matters in numerous major publications, including Forbes, The Washington Post, the Los Angeles Times, Financial Advisor magazine, and Money magazine.

Recommended Reading:

Anthony, Mitch. The New Retirementality: Planning Your Life and Living Your Dreams – at Any Age You Want, 2008.
Freedman, Marc. Encore: Finding Work that Matters in the Second Half of Life, 2008.

Photo owned by Marotta Wealth Management.

Follow David John Marotta:

President, CFP®, AIF®, AAMS®

David John Marotta is the Founder and President of Marotta Wealth Management. He played for the State Department chess team at age 11, graduated from Stanford, taught Computer and Information Science, and still loves math and strategy games. In addition to his financial writing, David is a co-author of The Haunting of Bob Cratchit.

Follow Megan Russell:

Chief Operating Officer, CFP®, APMA®

Megan Russell has worked with Marotta Wealth Management most of her life. She loves to find ways to make the complexities of financial planning accessible to everyone. She is the author of over 800 financial articles and is known for her expertise on tax planning.