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WSP 164 — Planning for 21st-Century Retirement

Quarter: Fall
Day(s): Saturdays
Course Format: On-campus course
Duration: 2 days
Date(s): Oct 21—Nov 4
Time: 9:00 am—4:00 pm
Drop Deadline: Oct 14
Unit: 1
Tuition: $475
Instructor(s): Sandra Wang, Mary Elizabeth Crawford, Daire Hogan, Evan Crawford, John Wang
Status: Open
Please Note: No class on October 28
Fall
On-campus course
Saturdays
9:00 am—4:00 pm
Date(s)
Oct 21—Nov 4
2 days
Drop By
Oct 14
1 Unit
Fees
$475
Instructor(s):
Sandra Wang, Mary Elizabeth Crawford, Daire Hogan, Evan Crawford, John Wang
Open
Please Note: No class on October 28
How do you confidently prepare for and successfully navigate 21st-century retirement? Most of us will have to take far greater responsibility for creating retirement income than our parents’ generation did, as we face increased longevity, market volatility, and rising costs that strain personal portfolios and employerprovided benefits. With more financial data, technology, and investment options than ever before, there are countless decisions to be made in the decades leading up to and during retirement.

This course addresses the challenges of retirement planning and retiring in the 21st century. Topics to be addressed include cash flow analysis, saving and investing for retirement, retirement income sources, Social Security strategies, Medicare, insurance and annuities, long-term care, gifting, and estate planning. By the end of this course, you will have created a personal retirement plan that integrates your financial objectives within a framework of your goals and values. This plan will serve as a flexible framework to guide your current and future financial decisions, before and during retirement.

Sandra Wang, Certified Financial Planner; Certified Divorce Financial Analyst

Mary Elizabeth Crawford, Certified Investment Management Analyst; Certified Investment Management Consultant

Daire Hogan, Certified Financial Planner; Chartered Financial Analyst

Evan Crawford, Certified Financial Planner

John Wang, Financial Advisor

Textbooks for this course:

There are no required textbooks; however, some fee-based online readings may be assigned.
DOWNLOAD THE PRELIMINARY SYLLABUS » (subject to change)