Executive Education

Finance & Accounting  >  Kellogg on Retirement

Kellogg on Retirement

Acquire the knowledge and skill necessary to develop a sound investment strategy for successful retirement planning. You will Discover how investment portfolios are constructed to achieve optimal returns through diversification and gain knowledge about modern investment instruments such as exchange traded funds and covered calls. A team of leading financial and estate planning experts will incorporate lectures, cases and computer modeling to help you explore important questions critical to a successful retirement strategy, including how to: understand the relationships between spending, wealth levels and investment decisions during retirement; choose between hiring an advisor or investing your money yourself; determine what instruments you should include in your portfolio and construct an appropriate investment portfolio.

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Who Should Attend
This program is designed for high net worth individuals who are thinking about retirement, nearing retirement or recently retired. Participants may already be heavily invested and working with a financial advisor but are looking for a different perspective on all of their investment options and retirement planning. Special pricing is available to spouses and partners who may find it beneficial to attend the program together.