Retirement, Investing, Income Tax and Estate Planning

Financial advisors Deborah Stavis and Eddie Cohen and estate and probate law specialist Wendy Farner address retirement, investing, income taxes and estate planning for those in search of financial freedom and security in an uncertain investment climate.

Retiring in the next 30 years will be vastly different than it has been in the past. Individuals in search of financial freedom and security are living longer and seeking sustainable, growing income streams in an uncertain investment climate. Income and estate tax changes are anticipated to affect the way we invest and how we transfer wealth across generations, as well as reliance upon Family Limited Partnerships, Limited Liability Companies and, potentially, trusts to mitigate taxes. Financial advisors Deborah Stavis and Eddie Cohen and estate and probate law specialist Wendy Farner address retirement, investing, income taxes and estate planning in this new era and review several online retirement and investment planning tools.

Details

Section Instructor Format Schedule start date
GFIN2001.F17.1 Deborah Stavis, Eddie Cohen, Wendy Farner On-campus 6:15–8:15 p.m. Tuesday, September 12, 2017

SECTION:

GFIN2001.F17.1

INSTRUCTOR: Deborah Stavis, Eddie Cohen, Wendy Farner
FORMAT: On-campus
SCHEDULE: 6:15–8:15 p.m.
START DATE: Sept. 12, 2017

Deborah Stavis, CFP®, the founder/chief executive officer of Stavis & Cohen Financial, has more than 25 years of experience as a financial advisor. She focuses on retirement, investment and estate planning for executives of Fortune 500 companies and successful business owners. She has been published in the Houston Business Journal and the Wall Street Journal.

Eddie Cohen, CFP®, the founder/chief investment officer of Stavis & Cohen Financial, has been an investment management professional for more than 25 years. He specializes in investment management and strategies designed to reduce downside risk and is a frequent contributor to publications such as Forbes magazine, Houston Business Journal and Investment News.

Wendy Farner, J.D., is the founder of Farner & Perrin, LLP and certified in estate and probate law.

Term: Fall 2017

Start Date: Sept. 12, 2017

End Date: Oct. 24, 2017

Schedule: 6:15–8:15 p.m.

Length: Seven Tuesdays

Location: Rice campus

Fee: $275

Early Registration: $265 if registering by Aug. 29

Rice Alumni: $248

CEUs: 1.4

+ Portfolio construction designed to generate income
+ Random market returns: how to determine the amount you need to retire
+ Life events that can derail your plans: life, disability and long-term care insurance
+ Top 10 ways to help prevent identity and security theft
+ Estate and stewardship planning: passing values, not just valuables
+ Charitable giving: direct gifts, donor-advised funds and private foundations

Rice University does not offer financial advice or investment advice. The intent of our financial planning and investment courses is to provide a general educational overview of the topics described. Therefore, to determine the applicability of the course content to your personal finances and investments, and for specific advice pertaining to your personal financial situation, you should consult a financial advisor of your choosing.

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