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WSP 164 — Planning for 21st-Century Retirement

Quarter: Fall
Day(s): Saturdays
Course Format: Live Online (About Formats)
Duration: 2 days
Date(s): Sep 26—Oct 10
Time: 9:00 am—4:00 pm (PT)
Drop Deadline: Sep 19
Unit: 1
Grade Restriction: No letter grade
Tuition: $500
Instructor(s): Sandra Wang, Evan Crawford
Status: Closed
Please Note: No class on October 3. In addition, some of our refund deadlines have changed. See this course's drop deadline above and click here for the full policy.
Fall
Live Online(About Formats)
Saturdays
9:00 am—4:00 pm (PT)
Date(s)
Sep 26—Oct 10
2 days
Drop By
Sep 19
1 Unit
Fees
$500
Grade Restriction
No letter grade
Instructor(s):
Sandra Wang, Evan Crawford
Closed
Please Note: No class on October 3. In addition, some of our refund deadlines have changed. See this course's drop deadline above and click here for the full policy.
How do you confidently prepare for and successfully navigate retirement in the twenty-first century? 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 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 through retirement. This workshop addresses the challenges of retirement planning and retiring in the twenty-first 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 workshop, 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.

This course will not be recorded.

Sandra Wang, Certified Financial Planner; Certified Divorce Financial Analyst; Licensed Marriage & Family Therapist

Sandra Wang helps clients navigate key life transitions, wealth accumulation, income generation, and legacy planning. She was named to the Forbes Top Women Wealth Advisors in 2020 and the Working Mother Top Wealth Advisor Moms in 2019. Wang received an MA in psychology from John F. Kennedy University and an International MBA from Instituto de Empresa as a Fulbright Scholar.

Evan Crawford, Certified Financial Planner; Chartered Financial Analyst

Evan Crawford advises individuals and families on all aspects of their financial lives. His areas of focus include values-based investing, financial modeling, and scenario analysis. He is a member of CFA Society San Francisco.

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)