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Are you within 5–10 years of retirement and wondering how to structure your portfolio for income, taxes, and long-term sustainability?This educational class is designed for individuals who want a more sophisticated approach to retirement planning.
This course is taught by a former finance professor and PhD economist who specializes in applying institutional endowment portfolio strategies to individual retirement portfolios.
You will learn:
• How university endowments structure portfolios for long-term income
• Tax-efficient retirement distribution strategies
• Roth conversion timing before RMD age
• Coordinating Social Security with portfolio withdrawals
• Managing market risk near retirement
• Building diversified portfolios beyond traditional 60/40 allocations
This is a classroom-style educational session — not a sales presentation. Questions and discussion are encouraged.
This course is best suited for:
• Individuals age 55–65
• Within 5–10 years of retirement
• Homeowners
• Those with $500,000+ in retirement savings
• Investors seeking a more structured portfolio approach
Seating is limited to maintain an interactive learning environment.
Reserve your seat using the registration ticket link.
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Event Venue
Jordan Campus Salt Lake Community College, 3475 W Wights Fort Rd, West Jordan, UT 84088-8818, United States
Tickets
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