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Course Description

ONLINE: Each individual's retirement has many financial steps. The decisions you face can be overwhelming, but they are extremely important as you plan for 30 years without a paycheck. It starts when you leave your employer, and it culminates with your legacy. This online course will take you through the major stages of financial planning for retirement, providing clear guidance on the investments and strategies needed to create a financially successful retirement. We will explore topics that focus on portfolio management, including: how to position your portfolio for various economic environments, how to build a retirement income strategy that weathers the full economic cycle and how to navigate a rising rate environment. We dive into other financial decisions faced throughout retirement, such as: how to stress-test your plan for challenging markets, how to protect yourself against rising health care costs and how to position your estate in a tax-efficient manner for future generations. | Lecture + Q&A.

Max enrollment: 200.

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Enroll Now - Select a section to enroll in
Section Title
30 Years Without a Paycheck: Navigating Your Way Through Retirement
Type
Online - Zoom
Days
W
Time
9:00AM to 10:15AM
Dates
Sep 14, 2022 to Nov 30, 2022
Schedule and Location
Contact Hours
15.0
Delivery Options
Virtual Classroom  
Course Fees
Instructors
Section Notes

Guest Speakers:
Dori Dixon is an estate attorney with Southpoint Estate Planning in Durham who will discuss leaving a legacy, preparing your estate plan.

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