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Alternatives as We Age: Retirement and Legacy Planning

kurs ist nicht verfügbar in Deutsch (Deutschland)

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Alternatives as We Age: Retirement and Legacy Planning

Dieser Kurs ist Teil mehrerer Programme.

Dozent: Dr. Craig Lemoine

Bei enthalten

Mehr erfahren

4 Module

Verschaffen Sie sich einen Einblick in ein Thema und lernen Sie die Grundlagen.

Stufe Anfänger

Keine Vorkenntnisse erforderlich

1 Woche zu vervollständigen

unter 10 Stunden pro Woche

Flexibler Zeitplan

In Ihrem eigenen Lerntempo lernen

4 Module

Verschaffen Sie sich einen Einblick in ein Thema und lernen Sie die Grundlagen.

Stufe Anfänger

Keine Vorkenntnisse erforderlich

1 Woche zu vervollständigen

unter 10 Stunden pro Woche

Flexibler Zeitplan

In Ihrem eigenen Lerntempo lernen

Was Sie lernen werden

Understand the multifaceted aspects of retirement planning, including various definitions and the financial risks involved.
Analyze diverse retirement strategies recommended by wealth managers, such as annuitization, treasury, bucket, and market-driven approaches.
Evaluate alternative investments and model portfolios to ensure income sustainability throughout different stages of retirement.
Explore estate planning fundamentals and philanthropic strategies, particularly when dealing with land, alternative, and illiquid investments.

Kompetenzen, die Sie erwerben

Kategorie: Risk Analysis
Kategorie: Investments
Kategorie: Asset Management
Kategorie: Philanthropy
Kategorie: Wealth Management
Kategorie: Portfolio Management
Kategorie: Financial Modeling
Kategorie: Land Management
Kategorie: Case Studies
Kategorie: Estate Planning
Kategorie: Financial Planning
Kategorie: Portfolio Risk
Kategorie: Investment Management
Kategorie: Succession Planning
Kategorie: Risk Management

Wichtige Details

Zertifikat zur Vorlage

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Bewertungen

6 Aufgaben

Unterrichtet in Englisch

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Erwerben Sie ein Berufszertifikat zur Vorlage

In diesem Kurs gibt es 4 Module

This course delves into the complexities of retirement planning and estate management. It covers various definitions of retirement and examines the financial risks families and consumers face during this stage. You'll explore both qualitative and quantitative retirement challenges and analyze strategies recommended by wealth managers, including annuitization, treasury, bucket, and market-driven approaches. The course evaluates alternative investments through different stages of retirement and uses case studies to illustrate diverse strategies. It also focuses on applying and modeling portfolios within a retirement framework, emphasizing income sustainability. Finally, the course covers estate planning fundamentals and strategies for managing land, alternative, and illiquid investments, as well as philanthropic strategies involving these assets.

This course is part of the College of ACES suite of online programs, including the graduate-level certificate, "Land, Agriculture and Alternative Investing" that can be stacked toward a master's degree. To learn more about online programs from the College of ACES and explore ways to apply your Coursera work toward a degree program at the University of Illinois, visit ACES Online at acesonline.illinois.edu.

You will become familiar with the course, your classmates, and our learning environment. The orientation will also help you obtain the technical skills required for the course. Then dive into the second part of this module to explore various definitions of retirement and examine the financial risks families and consumers face during this stage. You'll also discern both qualitative and quantitative retirement challenges and analyze common strategies recommended by wealth managers, including annuitization, treasury, bucket, and market-driven approaches.

Das ist alles enthalten

13 Videos4 Lektüren2 Aufgaben1 Diskussionsthema

13 VideosInsgesamt 48 Minuten

Course Overview1 Minute
Meet Your Instructor | Craig Lemoine2 Minuten
Module 1 | Overview 1 Minute
Introducing Retirement with an Alternative Framework5 Minuten
Mathematical and Case Study Approach to Retirement7 Minuten
Key Retirement Risks5 Minuten
Further Retirement Risks and Planning Flexibility5 Minuten
Exploring Sequence of Return risks with Stocks, Bonds & Land4 Minuten
Sequence of Return Risk, Internal Rate of Return, Correlation and Dollar Weighted Return6 Minuten
Worst Case Scenarios and the Case for a Balanced Portfolio5 Minuten
How to Retire Featuring Christine Benz1 Minute
Finding Purpose in Retirement Featuring Christine Benz3 Minuten
Module 1 | Wrap-up1 Minute

4 LektürenInsgesamt 40 Minuten

Syllabus10 Minuten
Learn More About Flexible Pathways10 Minuten
Updating Your Profile10 Minuten
How Accurate Are Retirees’ Assessments of Their Retirement Risk10 Minuten

2 AufgabenInsgesamt 60 Minuten

Module 1 | Knowledge Check30 Minuten
Orientation Quiz30 Minuten

1 DiskussionsthemaInsgesamt 10 Minuten

Getting to Know Your Classmates10 Minuten

In this module you'll evaluate alternative investments suitable for different stages of retirement. Through case studies, you'll explore diverse retirement strategies and solutions, gaining insights into how different approaches can address unique financial and personal goals.

Das ist alles enthalten

15 Videos2 Lektüren1 Aufgabe

15 VideosInsgesamt 53 Minuten

Module 2 | Overview 1 Minute
The Retirement Spending Smile and Funded Ratios 8 Minuten
Six Critical Steps to Retirement 7 Minuten
Alternative Investments in 401(k) Plans5 Minuten
Alternative Assets in Pension Funds3 Minuten
Self-Directed IRAs: Risks and Rewards7 Minuten
Investing and Portfolio Management Featuring Christine Benz3 Minuten
Keep it Simple Featuring Christine Benz4 Minuten
Adaptability of Retirement | Income Lab2 Minuten
The Future of Retirement Planning Featuring Jamie Hopkins4 Minuten
Beds: Aging in Place and Retirees Featuring Jamie Hopkins2 Minuten
How Do You Take Your Income Featuring Bob French3 Minuten
Income Through Retirement Featuring Bob French2 Minuten
Interest Rate Risks and Retirement Featuring Bob French2 Minuten
Module 2 | Wrap-Up1 Minute

2 LektürenInsgesamt 20 Minuten

An Introduction to Alternative Investments10 Minuten
Do Alternative Investments Belong in Your Retirement Plan?10 Minuten

1 AufgabeInsgesamt 30 Minuten

Module 2 | Knowledge Check30 Minuten

This module, focuses on applying and modeling portfolios within a retirement framework. You'll learn how to structure a diversified portfolio to meet retirement goals and explore methods to ensure a steady income stream throughout retirement.

Das ist alles enthalten

8 Videos3 Lektüren1 Aufgabe

8 VideosInsgesamt 29 Minuten

Module 3 | Overview 1 Minute
Introducing Income Lab3 Minuten
Adding Alternatives | Income Lab9 Minuten
Stress Testing Retirement Models | Income Lab4 Minuten
The Challenge of Modeling Income | Income Lab3 Minuten
A Profession Evolving | Income Lab4 Minuten
Retirement, Purpose and Income featuring Bob French4 Minuten
Module 3 | Wrap-up1 Minute

3 LektürenInsgesamt 35 Minuten

Learners Guide: Exploring Alts with Gary and Jenny15 Minuten
Investing for Retirement Income: A Comparison of Asset Allocations and Spending Strategies10 Minuten
Retirement Planning: From Z to A10 Minuten

1 AufgabeInsgesamt 30 Minuten

Module 3 | Knowledge Check30 Minuten

This module you'll delve into estate planning fundamentals and strategies for managing land, alternative, and illiquid investments. You'll also explore philanthropic strategies involving these assets, providing insights into legacy building and philanthropy. At the conclusion of this module, you will be ready to complete the final assessment for the course and earn your Coursera certificate!

Das ist alles enthalten

16 Videos6 Lektüren2 Aufgaben

16 VideosInsgesamt 43 Minuten

Module 4 | Overview 1 Minute
What estate planning documents do I need? 5 Minuten
When should you have an estate plan? 4 Minuten
What happens if you die without an estate plan? 5 Minuten
Philanthropy & Land Owners Featuring Dr. Jennifer Lehman 4 Minuten
Crypto, Estate Planning & Philanthropy Featuring Dr. Jennifer Lehman 3 Minuten
Interests in Giving and Philanthropy Featuring Dr. Jennifer Lehman 1 Minute
Estate Planning When You Are Alive Featuring Tim Richey 2 Minuten
Financial Exploitation Featuring Tim Richey4 Minuten
Process of Estate Planning with Real Estate Featuring Tim Richey 2 Minuten
Postmortem Planning Featuring Tim Richey2 Minuten
Litigating After Death Featuring Tim Richey 2 Minuten
Monitoring an Estate Plan Featuring Tim Richey2 Minuten
Module 4 | Wrap-up1 Minute
Course Wrap-up2 Minuten
Graduate-Level Learning: Deepening Your Expertise2 Minuten

6 LektürenInsgesamt 60 Minuten

New Tomorrow’s Inheritance: The Frontiers of Estate Planning Formalism10 Minuten
People’s Company 10 Minuten
Philanthropy’s Commitment to the Future10 Minuten
Congratulations!10 Minuten
Stack Your Course Certificate toward Graduate Coursework10 Minuten
Getting Your Course Certificate10 Minuten

2 AufgabenInsgesamt 120 Minuten

Module 4 | Knowledge Check30 Minuten
Final Assessment90 Minuten

Erwerben Sie ein Karrierezertifikat.

Fügen Sie dieses Zeugnis Ihrem LinkedIn-Profil, Lebenslauf oder CV hinzu. Teilen Sie sie in Social Media und in Ihrer Leistungsbeurteilung.

Dozent

Dr. Craig Lemoine

University of Illinois Urbana-Champaign

13 Kurse10.183 Lernende

von

University of Illinois Urbana-Champaign

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Yes! Although completion of the Coursera course alone is not credit-bearing, it is a required component of a graduate-level Canvas course that can be "stacked" toward advanced credentials such as an academic (transcriptable) graduate certificate or a degree. If you decide to pursue further education, the credits you earn from this course can be applied toward a formal academic program, provided that you meet all the requirements of admission to the certificate or degree.

To access the course materials, assignments and to earn a Certificate, you will need to purchase the Certificate experience when you enroll in a course. You can try a Free Trial instead, or apply for Financial Aid. The course may offer 'Full Course, No Certificate' instead. This option lets you see all course materials, submit required assessments, and get a final grade. This also means that you will not be able to purchase a Certificate experience.

When you enroll in the course, you get access to all of the courses in the Specialization, and you earn a certificate when you complete the work. Your electronic Certificate will be added to your Accomplishments page - from there, you can print your Certificate or add it to your LinkedIn profile.