ONLINE: Each individual's retirement requires many financial steps. The decisions you face can feel overwhelming, but they are extremely important as you plan for 30 years without a paycheck. It starts when you leave your employer and 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 maximize your retirement. We will explore portfolio management topics, 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 different rate environments. We will dive into other financial issues faced throughout retirement, such as: how to stress test your plan, how to protect yourself against health care costs, how to navigate Medicare and Social Security, and how to position your estate in a tax-efficient manner both for yourself and for future generations. | Lecture + Q&A.
Max enrollment: 200.
