Are you on track for the retirement you envision? Is there still good economic growth ahead and when could the next recession occur? How much growth will your portfolio need and how much volatility can your investments withstand before you risk missing your goals or running out of money? Learn more about economics, markets, the fundamentals of investing and portfolio management. We will establish a framework to advance your knowledge of financial concepts, investment principles, asset classes, and vehicles.  The student will also learn how to calculate how much money will be needed before and during retirement and how their current portfolio is equipped to handle volatility during their retirement years.

1. Retirement Income Planning Overview

2. On Retirement, Part 1 - Getting Funded for Retirement

3. On Retirement, Part 2 - Managing Retirement Income Risk

4. Securing Your Legacy: Putting it All Together

(Term 1 Class)