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Course Description

This course will review lessons learned from the 2008 bear market and some of the strategies that worked well versus those that led to greater losses. We will discuss how retirees can marry their risk tolerance with an investment strategy that will help them prevail during a bear market. We will review techniques that can be used to reduce portfolio losses as well as use the bear market to make some money through options strategies. Finally, we will discuss some “red flags,” strategies that retirees should be careful of as others seek to exploit these opportunities by selling products or services that may or may not be in the investor’s best interest. The goal of this course is to provide retirees with some understanding of what opportunities and strategies are out there to help them protect their life savings while continuing to watch it grow. | Lecture (plus questions); Facilitated discussion
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Section Title
Surviving in a Bear Market: Tips for Retirees
Type
Classroom
Days
T
Time
9:00AM to 10:30AM
Dates
Jan 14, 2020 to Feb 04, 2020
Schedule and Location
Contact Hours
6.0
Delivery Options
Classroom  
Course Fees
Tuition non-credit $50.00
Instructors