ONLINE: Each individual's retirement involves 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 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 will dive into other financial issues faced in retirement as well, 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: 25.
Edward Jones principal Julie Kelly is a financial adviser in the Raleigh-Durham area. Julie began her career with Edward Jones as a financial adviser in 2010. A native of Massachusetts, Julie graduated from Colgate University with a bachelor's degree in international relations and a minor in German. She holds the CRPC and CFP professional designations. Before joining Edward Jones, she worked as a vice president, regional manager for AllianceBernstein and Lord Abbett.