How to Manage Your Retirement Plan in Volatile Times (Hyflex: In-Person)
Fall (4-8 hours) | This course is completed
People dream of retirement but often don’t know what to do when the markets are volatile. Do you do nothing? Do you change everything?
We will spend four weeks reviewing how to create or check up on your retirement plan during good times and bad. We will get into the details of reviewing a budget, different types of expenses that can arise in retirement, and all the income options you have available to you and how to maximize them. The goal is to know you can sleep well at night and not worry about where your retirement income will come from.
This course will combine lecture with class discussions.
- There are no required books for this course.
Evan Roberts
Evan is a native of Cornwall, VT, where he grew up on a dairy farm. He went on to major in Finance at Bryant University in Smithfield, RI, and now works on a team of financial advisors with Merrill Lynch in Hanover, NH, specializing in assisting individuals and businesses with retirement, succession, and benefits planning. Evan enjoys hiking, skiing, tennis, hockey, lacrosse, and also volunteers with the Ausbon Sargent Land Trust in New London, NH, where he lives with his wife and two daughters.