CLSOCPF007 - The Path to a More Financially Secure Retirement
Retiring in the next 10 years will be vastly different than it has been in the past. Individuals in search of financial freedom and security are living longer and seeking sustainable, growing income streams in an uncertain investment climate. Income and estate tax changes are inevitable; they will affect the way we invest and how we transfer wealth across generations as well as our reliance upon family limited partnerships, limited liability companies and, potentially, trusts to protect assets and mitigate taxes. Financial advisors Deborah Stavis and Eddie Cohen and estate and probate law specialist Wendy Farner address retirement, investing, estate planning and potential tax-saving strategies related to new tax laws and discuss several online retirement and investment tools. This course also includes trending new topics including income and estate tax law, the impact of historically low interest rates, and ESG (environmental, social and governance) factors and “investing your conscience.”
Note: Rice University does not offer financial or investment advice. The intent of our financial planning and investment courses is to provide a general educational overview of the topics described. To determine the applicability of the course content to your personal finances and investments, and for specific advice pertaining to your personal financial situation, you should consult a financial advisor of your choosing.
Course Details
Eddie Cohen, CFP®, the founder and chief investment officer of Stavis & Cohen Financial, has been an investment management professional for more than 25 years. He specializes in investment management and strategies designed to reduce downside risk. He is a frequent contributor to publications such as Forbes, Houston Business Journal and InvestmentNews.
Wendy Farner, J.D., a founder and partner of the law firm Farner & Perrin LLP, has been board certified in estate planning and probate law by the Texas Board of Legal Specialization for over 20 years. She has been recognized as a Texas “Super Lawyer” and in “The Best Lawyers in America.” She is a frequent speaker on estate planning topics.
Deborah Stavis, CFP®, the founder and chief executive officer of Stavis & Cohen Financial, has more than 25 years of experience as a financial advisor. She focuses on retirement, investment and estate planning for executives of Fortune 500 companies and successful business owners. She has been published in the Houston Business Journal, The Wall Street Journal and Financial Times Financial Advisor IQ.
This course will be delivered in a synchronous format online. Registered participants will receive login instructions to the course page, which will provide access to the virtual classroom link and other resources.
- Understanding the true cost of retirement and related life objectives
- How to best develop personal financial goals
- How to construct well-balanced investment portfolios aligned with individual risk
- Is early retirement an option? Organizing your individual needs/expenses and income sources
- Estate and stewardship planning: passing values, not just valuables
- Understanding the legal implications of estate planning
- Top retirement roadblocks/mistakes and life events that can derail retirement plans
- Trending topics: Managing your plan to keep up with changing income and estate tax laws, generating income in a low interest rate environment, sustainable investing
Rice University does not offer financial or investment advice. The intent of our financial planning and investment courses is to provide a general educational overview of the topics described. To determine the applicability of the course content to your personal finances and investments, and for specific advice pertaining to your personal financial situation, you should consult a financial advisor of your choosing.