Managing Retirement Wealth    

About this Course

Do you have a retirement portfolio organized to meet your specific needs? Or do you have a random collection of investments, accounts and advisers that you’ve acquired over time? In this two-part class Bob Carroll will highlight key personal portfolio management techniques and insights that will help you gain control over your results along with a better sense of how to deal with the uncertainty that we all face as investors, especially during challenging economic times.

Course Details

Continuing Ed / Non-Credit
Tuition: $70
Subject: FIN D5008

Sections Offered

Section: 01 CRN: 6127
Location: W217
Type: Traditional
Instructor: Robert Carroll, CFA, CFP®
No. of Sessions: 2
03/01/2023 - 03/08/2023
6:00 pm - 9:00 pm