Financial Planning During Retirement *In-Person*

This class is for anyone already retired or planning to do so in the next few years. You will learn about investment strategy and determining how much risk to take, which assets to draw down first, the importance of minimizing fees, Social Security claiming strategies, the role of annuities, a safe level of spending, reverse mortgages, Medicare surcharges, and whether long-term care insurance makes sense. Instructor: Jimmy Becker

Sections

Instructor

Jimmy Becker is the founder of FinanciallySpeaking. where he provides one-on-one financial planning services as well as creating and presenting customized workshops on many dimensions of financial decision-making to employee groups, adult education learners, and graduate students.

Are you confused and overwhelmed by complex and overpriced offerings from traditional financial advisors? You’re not alone. Expensive investment advice may be what is offered, but what you really need are answers to basic financial planning questions that are unbiased, understandable, and actionable.

Jimmy began his career on Wall Street as an options trader and understands the financial services industry from the inside out. He earned an Economics degree from Brown University and an MBA from the Yale School of Management.

You can learn more about him at financiallyspeaking.org.