Alternatives as We Age: Retirement and Legacy Planning

О курсе

This course delves into the complexities of retirement planning and estate management. It covers various definitions of retirement and examines the financial risks families and consumers face during this stage. You'll explore both qualitative and quantitative retirement challenges and analyze strategies recommended by wealth managers, including annuitization, treasury, bucket, and market-driven approaches. The course evaluates alternative investments through different stages of retirement and uses case studies to illustrate diverse strategies. It also focuses on applying and modeling portfolios within a retirement framework, emphasizing income sustainability. Finally, the course covers estate planning fundamentals and strategies for managing land, alternative, and illiquid investments, as well as philanthropic strategies involving these assets. This course is part of the College of ACES suite of online programs, including the graduate-level certificate, "Land, Agriculture and Alternative Investing" that can be stacked toward a master's degree. To learn more about online programs from the College of ACES and explore ways to apply your Coursera work toward a degree program at the University of Illinois, visit ACES Online at acesonline.illinois.edu.

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Dr. Craig Lemoine

Director of Financial Planning, Associate Clinical Professor of Financial Planning