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Course Description

Investments can be a fun hobby in retirement! Join us as we explore the world of finance with a focus on the retiree. Over ten sessions, we will provide you with the tools to help you understand the world of retirement finances. We'll start with an overview of investing and markets. Then we'll focus on how to convert your savings into cash for retirement. Topics include sustainable spending rates, required minimum distributions, annuities, and Social Security. We'll dive deeper into stocks, bonds, mutual funds, and other investment vehicles and learn how you can put them together in portfolios. Finally, we'll take a look at the changes coming to the financial marketplace due to technology. Robo-advisers, hybrids, and do-it-yourself approaches will be explored. Our goal: to give you the tools to make your savings last through retirement. The classes are interactive lectures with reference to topics that are in the news today. Lecture (plus Questions) Facilitated Discussion
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Section Title
Exploring Finances in Retirement
Type
Classroom
Days
Th
Time
1:30PM to 3:00PM
Dates
Sep 12, 2019 to Nov 21, 2019
Schedule and Location
Contact Hours
15.0
Delivery Options
Classroom  
Course Fees
Instructors