The days of the “normal” retirement are over. Today’s retirees and those retiring in the next generation will face uncertainties and challenges never seen before. This class is designed for both pre-retirees as well as those recently retired; it covers the basic elements of a successful retirement strategy. The course combines essential life-planning concepts with more traditional retirement-planning strategies. We will consider questions such as: How will inflation negatively affect your portfolio and financial goals? Will your pension or Social Security be there for the rest of your life? How will new tax laws impact your retirement income? Do you have a plan to cover the staggering cost of long-term care? Is your estate plan updated to take advantage of current estate tax laws? Are your assets allocated in a manner in which they will last through your life expectancy and support your lifestyle goals? Bring your questions to this exciting and eye-opening class. Included with your class fee, as a resource, you will receive a notebook with a significant amount of financial content.
Ben Birken, who will teach the Monday course, is a Certified Financial Planner™ at Woodward Financial Advisors, an independent wealth management firm in Chapel Hill. His specialties include retirement planning, investment management, and working with UNC employees.
James R. Miller, who will teach the Wednesday course, is a Certified Financial Planner™ and president of Woodward Financial Advisors, an independent wealth management firm in Chapel Hill. He has taught this course at UNC since 2008, as well as similar financial planning and investment courses at local colleges and universities. His specialties include retirement-income planning, investment-management techniques, and estate planning.