*Abbreviations under the "Available" column: A = Available // NA = Not Available // R = Previously Registered // WL = Currently on the Wait List

Financial Planning for Success and Significance in Retirement

Most Americans fail to plan adequately for retirement. The best financial planning takes place in the context of personal goals. Designed for people from age 50 to 65, this course covers several challenges in life planning. We will focus on making the shift from full-time work to balancing work and leisure by setting goals during midlife. Strategies to cope with financial issues related to making a graceful transition to retirement are discussed, including how to handle investments; set safe spending rates; navigate retirement benefits, health care, and Social Security; organize estate planning; and manage generational financial planning. By the end of the course, students will have developed an effective action plan to achieve their life goals.

Instructor Bio:

David John Marotta, CFP®, AIF®, AAMS®, is the president of Marotta Wealth Management and writes a popular weekly financial column, “Marotta on Money.” He has published or been quoted on financial matters in numerous major publications, including The Washington Post, the Los Angeles Times, and Money magazine.

Recommended Reading:

Anthony, Mitch. The New Retirementality: Planning Your Life and Living Your Dreams—at Any Age You Want, 2008. Freedman, Marc. Encore: Finding Work that Matters in the Second Half of Life, 2008.

Course Number Instructor Dates Day Time Location Available
A406 David John Marotta Mar 22, 29, Apr 5 Th 11:00 a.m.-12:30 p.m. Country Inn and Suites A

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