Everyone over the age of 18 should have an estate plan, yet mistakes during the planning process can start a chain reaction of costly consequences. You could be saddling your next of kin with financially devastating problems that might take years to resolve, thereby destroying family harmony in the process.

This class studies key decisions retirees make about their investments including: (1) What should I invest in? (2) Who should manage my investments—me or a financial advisor? (3) How much can I expect investments to earn? (4) What about risk? (5) What is active and passive investing, and which is better for me? (6) How much can I withdraw regularly from my investments? (7) What’s a good asset allocation for me? These questions and more are analyzed with several computer models that use the last 28 years of data from well-known investments.