Planning and Investing for Your Retirement course begins
- Wednesday, October 18, 2017 from 6:30pm to 8:45pm
- Gaines Hall, 110 - view map
Whether you plan to retire in the near future or 20 years from now, this course is for you. With interest rates close to 0% and the risk embedded in record high stock, bond and real estate prices, today’s investment landscape is unique in history. Your awareness of these issues can help you navigate your way to a successful retirement.
Instructor: Ed Tompkins, CFP. Ed has worked as a financial advisor for over 25 years since serving as an Army officer. He is an asset management and retirement specialist working extensively with people planning their transition to retirement and those already retired. He has taught investing and retirement planning for the Experimental College at the University of Washington from 1997 to 2003, as well as for the Washington State Department of Retirement Systems for state employees and most recently for the M.S.U Extended University. He has spent seven years living abroad in Europe and Latin America and brings a global, historically informed perspective to this important topic. He is married with two college-age children.
In this four-week non-credit course, you will learn:
• Ed’s Top Ten Retirement Planning Priorities
• Why many are unaware that today may be the most challenging investment environment in history, and options for responding to that.
• How to measure your start point and direction to determine if you’ll arrive at your retirement destination.
• How to use investor psychology to enhance long-term investment outcomes.
• Ten ways to reduce your housing costs.
• The role of precious metals and real assets in preserving wealth.
“I absolutely loved this course and found the material fascinating. Ed is a superior presenter- I so appreciated his careful presentation style, his thoroughness, and his warm demeanor. He made me want to study economics! I’d take another course from him in a heartbeat.” ~Recent course participant