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WSP 164 — Planning for 21st-Century Retirement

Quarter: Fall
Day(s): Saturdays
Course Format: On campus
Duration: 2 days
Date(s): Oct 8—Oct 29
Time: 9:00 am—4:00 pm
Drop Deadline: Oct 1
Unit(s): 1 Units
Tuition: $380
Status: Open
Please Note: This two-day workshop has a different schedule than what appears in the print catalogue. The course will meet on 2 Saturdays, October 8 and October 29, from 9 - 4 pm. There will be no class on October 15 and October 22.
Fall
On campus
Saturdays
9:00 am—4:00 pm
Date(s)
Oct 8—Oct 29
2 days
Drop By
Oct 1
1 Units
Fees
$380
Open
Please Note: This two-day workshop has a different schedule than what appears in the print catalogue. The course will meet on 2 Saturdays, October 8 and October 29, from 9 - 4 pm. There will be no class on October 15 and October 22.
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, which strain personal portfolios and employer-provided 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.

Mary Elizabeth Crawford, Senior Portfolio Manager

Sandra Wang, Certified Financial Planner; Certified Divorce Financial Analyst

Daire Hogan, Certified Financial Planner; Chartered Financial Analyst

Evan Crawford, Certified Financial Planner

Textbooks for this course:

No required textbooks
DOWNLOAD THE PRELIMINARY SYLLABUS » (subject to change)