Retirement Series

Back by popular demand, Dr. Estes presents a six (6) course hands-on

seminar on retirement planning! Learn how to calculate how much you will have, how much you will need, and how to re-balance your portfolio in your 401(k), 457 or 403(b) to safely grow and keep it into retirement.

This series takes a very broad topic and reviews it one session at a time so you'll need to attend all six sessions.

Class materials include tables, templates, and access to financial software.

Homework will be assigned. Please bring a notepad, calculator, friend/spouse/partner/colleague, your lunch and something to write with.

All employees (faculty, staff, administrators) and student assistants are

welcome to attend!

Facilitated by:

Dr. Jim Estes, PhD, MBA, CFP, ChFC, CPCU, CLU

Professor of Finance