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Don't Outlive Your Investments

  • February 01, 2024
  • February 22, 2024
  • 4 sessions
  • February 01, 2024, 3:30 PM 4:45 PM (EST)
  • February 08, 2024, 3:30 PM 4:45 PM (EST)
  • February 15, 2024, 3:30 PM 4:45 PM (EST)
  • February 22, 2024, 3:30 PM 4:45 PM (EST)
  • Harbor Club

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Course Description:  We will explore investment options and the advantages and disadvantages of each. Participation of class, especially savvy investors, is welcome. The objective is to develop an investment approach that offers the most tax advantageous income with the least impact from market volatility. The course will emphasize portfolio diversification as well as income growth.

Location:  Harbor Club

Dates/Times:  Thursdays Feb 1 to Feb 22, from 3:30 pm - 4:45 pm. 

Instructor: Raymond Leon

Raymond Leon worked as Controller of a public corporation at age 26 and then started a small venture capital company. After several years of financial consulting assignments, he started a small financial printing firm that operated for more than 30 years. After retirement he became an independent options trader. Mr. Leon studied at Columbia University, and received his MBA at NYU. He is a CPA. 


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