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Southern Oregon University

OSHER LIFELONG LEARNING INSTITUTE


OLLI at SOU

Life Planning   

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If there are no courses listed below, then currently we do not have any course offerings in this category.

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  • Care Circles: Informal Aging Support – In-Person
  • Item Number: S26LIFE300A
    Dates: 5/7/2026 - 5/28/2026
    Times: 11:00 AM - 12:30 PM
    Days: Th
    Sessions: 4
    Maximum Enrollment:  50
    Seats Available:  10
    Building: Campbell Center (opens in new tab)
    Room: Room D
    Instructor: Anne Bellegia, Debra Johnson
    Do you want to remain independent as long as possible? There are many challenges: an age-skewed demographic, an overwhelmed health care system, increased cost of living and disruptions to an individual’s anticipated support network. Discover how an intentionally formed and member-directed Care Circle can avoid or delay the need for paid help or assisted living by increasing one’s knowledge of resources, spurring development of actionable care plans, encouraging the formation of prequalified practical supports and facilitating personal centering. Lectures, handouts and stories from those who have benefited from a Care Circle will provide a road map for forming a customized circle. Not a group person? The course includes tips and resources that can benefit those who prefer a do-it-yourself approach.
 

  • Older Drivers and Safety – In-Person
  • Item Number: S26LIFE308M
    Dates: 5/13, 5/14
    Times: 1:00 PM - 4:30 PM
    Days: W Th
    Sessions: 2
    Maximum Enrollment:  26
    Seats Available:  12
    Building: Medford Higher Education Center (opens in new tab)
    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 you with safe vehicle operation in today’s demanding driving environment. This course will focus on the vital relationship between the driver, vehicle and road, and look at how factors such as aging, medications and alcohol can impact driving. You’ll also learn about the latest vehicle safety features and technological advancements. Importantly, you will learn how to 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. 

    NOTE: A required materials fee of $20 to $25 (discount for AARP members) includes a comprehensive 120-page Participant Guide. Both days are required for course completion and the insurance discount. The fee will be collected on the first day by cash or check made out to AARP. Credit cards will not be accepted.  

 

  • Revocable Trusts, Wills and the Probate Process – In-Person
  • Item Number: S26LIFE313A
    Dates: 5/12/2026 - 6/2/2026
    Times: 1:00 PM - 3:00 PM
    Days: Tu
    Sessions: 4
    Maximum Enrollment:  34
    Building: Campbell Center (opens in new tab)
    Room: Room A
    Instructor: Robert Good, Sarah Vaile
    This course is full. Please click the "Add to Waitlist" button. Please note: You must be signed in and be a current member (or have a membership in your cart) to access the "Add to Waitlist" button. 
    An overview of broad legal concepts for Oregon estate planning, this course will explain 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 that accompany a simple will and a revocable trust will be discussed. Participants will better understand the use of a will or trust, durable powers of attorney and advance directives. The instruction method will be lecture with student interaction encouraged. 
 

  • DIY FUNdamental Stock Analysis: Beyond Beginners – Online
  • Item Number: S26LIFE141
    Dates: 4/3/2026 - 5/22/2026
    Times: 9:00 AM - 10:30 AM
    Days: F
    Sessions: 8
    Maximum Enrollment:  25
    Building: Online
    Room: (Zoom)
    Instructor: Marcia Couey, Michael Smith
    Registration for this course is closed. 

    Take your stock studies to the next level! Evaluate high-quality growth stocks selling at a fair price using the BetterInvesting (BI) online SSG PLUS tools. See www.betterinvesting.org. Find companies to study that meet BI guidelines. Learn shortcuts for collecting company research. Find essential information in 10-Ks and 10-Qs; skip the boilerplate. Present a stock to classmates using trend analysis, business modeling and revenue analysis. We require BI membership at the SSG PLUS level ($12.08 a month). This course is part lecture, part activity workshop, with outside reading and tools practice. A PDF copy of “The Stock Selection Guide & Portfolio Management Magic” is provided. This class is a prerequisite for next term’s DIY Stock Portfolio Management class. 

    NOTE: DIY FUNdamental Stock Analysis for Beginners is a prerequisite for this course. Equities are for educational purposes only; no recommendations will be made. We do not present alternate investment strategies, such as technical analysis. We do not discuss penny stocks, ADRs, ETFs, index funds, bonds, mutual funds, cryptocurrencies or foreign stocks; nor do we recommend financial advisers. Newer Windows or Mac OS versions only. No iPads. BI SSG PLUS runs best on Google Chrome, and students are encouraged to download it before class begins. 

 

  • Home Maintenance and Repair – In-Person
  • Item Number: S26LIFE312A
    Dates: 3/31/2026 - 5/19/2026
    Times: 11:00 AM - 12:30 PM
    Days: Tu
    Sessions: 8
    Maximum Enrollment:  34
    Building: Campbell Center (opens in new tab)
    Room: Room C
    Instructor: Mitch Hrdlicka
    Registration for this course is closed. 

    This course is designed for those with little or no knowledge of maintaining and repairing a home. You’ll learn how water, gas and electricity enter a home and how to shut them off; how to change the filter in your furnace; and how to clean the coils on your refrigerator. We’ll talk about how to replace a light switch and outlet, fix door problems, plumbing and electricity, and what tools to have. You’ll learn what to watch for outside the home, such as clogged gutters, water leaks, siding damage and invasive vegetation. We’ll discuss the advantages and disadvantages of buying through big-box stores versus independent merchants, how to choose a contractor and not get cheated, and much more. We’ll talk about what class members want to know about maintenance and repairs at home. 

 

  • Home Transition: Sell, Buy or Move to Senior Care – In-Person
  • Item Number: S26LIFE305A
    Dates: 4/20/2026 - 5/18/2026
    Times: 11:00 AM - 12:30 PM
    Days: M
    Sessions: 5
    Maximum Enrollment:  34
    Building: Campbell Center (opens in new tab)
    Room: Room C
    Instructor: Jim Berns
    Registration for this course is closed. 
    An article in Psychology Today stated that moving “is a top stressor”! Learn how to avoid such stress when looking to buy or sell a home. This course will be a combination of lecture and roundtable discussion and will deal exclusively with residential real estate with an emphasis on owner-occupied homes. We will also discuss senior living alternatives, such as residential assisted living, continuous care living and more. Discussion includes other people’s buying and selling experiences along all points of the process. Students need not have any background or experience in buying or selling real estate. The instructor is passionate about making your move successful!
 

  • Immobile Home Parks: Solutions to Serious Problems – Online
  • Item Number: S26LIFE321
    Dates: 4/1/2026 - 5/6/2026
    Times: 9:00 AM - 10:30 AM
    Days: W
    Sessions: 6
    Maximum Enrollment:  299
    Building: Online
    Room: (Zoom)
    Instructor: Bill Bateman (he/him/his)
    Registration for this course is closed. 

    If you are experiencing serious problems in your manufactured home community, read on. This course is designed for residents of manufactured and floating homes in Oregon, especially those age 55-plus. Using lecture discussions, videos and interviews, the instructor will provide the 10 steps to form a tenants’ association and familiarize students with Oregon Rental Statutes (ORS). Mediation and small claims information will also be provided. The instructor is not a lawyer, and this class is not intended to replace legal advice. The material will be presented in everyday language. Students are expected to come prepared to work.

    NOTE: A PDF of ORS, Oregon Rental Statutes (Chapter 90) and the organizing forms discussed in class will be provided. Students must have the necessary software to use these items. No OSTA (Oregon State Tenants Association) membership is required for this class.

 

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