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: $80
Subject: BFIN 0107

Sections Offered

Section: 01 CRN: 80718
Location: W115
Type: Traditional
Instructor: Robert Carroll, CFA, CFP®
No. of Sessions: 2
10/18/2023 - 10/25/2023
6:00 pm - 9:00 pm