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Alternatives as We Age: Retirement and Legacy Planning

Alternatives as We Age: Retirement and Legacy Planning

本课程是多个项目的一部分。

位教师：Dr. Craig Lemoine

包含在中

了解更多

4个模块

深入了解一个主题并学习基础知识。

初级等级

无需具备相关经验

1 周完成

在 10 小时一周

灵活的计划

自行安排学习进度

4个模块

深入了解一个主题并学习基础知识。

初级等级

无需具备相关经验

1 周完成

在 10 小时一周

灵活的计划

自行安排学习进度

您将学到什么

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.

您将获得的技能

要了解的详细信息

可分享的证书

添加到您的领英档案

作业

6 项作业

授课语言：英语（English）

91%

of learners achieved a positive career outcome

了解顶级公司的员工如何掌握热门技能

了解关于 Coursera for Business 的更多信息

Petrobras, TATA, Danone, Capgemini, P&G 和 L'Oreal 的徽标

积累特定领域的专业知识

此课程作为的一部分提供

在注册此课程时，您还需要选择一个特定的合作项目。

向行业专家学习新概念
获得对主题或工具的基础理解
通过实践项目培养工作相关技能
获得可共享的职业证书

该课程共有4个模块

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.

单元详情

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.

涵盖的内容

13个视频4篇阅读材料2个作业1个讨论话题

13个视频总计48分钟

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

4篇阅读材料总计40分钟

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

2个作业总计60分钟

Orientation Quiz30分钟
Module 1 | Knowledge Check30分钟

1个讨论话题总计10分钟

Getting to Know Your Classmates10分钟

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.

涵盖的内容

15个视频2篇阅读材料1个作业

15个视频总计53分钟

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

2篇阅读材料总计20分钟

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

1个作业总计30分钟

Module 2 | Knowledge Check30分钟

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.

涵盖的内容

8个视频3篇阅读材料1个作业

8个视频总计29分钟

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

3篇阅读材料总计35分钟

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

1个作业总计30分钟

Module 3 | Knowledge Check30分钟

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!