Retirement, Investing, Income Tax and Estate Planning

This course provides an overview of retirement, investing, income taxes and estate planning for those in search of financial freedom and security in an uncertain investment climate.

Eggs in carton with financial themed texts

Retiring in the next 10 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 inevitable and will 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 protect assets and 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 and review several online retirement and investment tools.

Details

Section Instructor Format Schedule start date
GFIN2001.F18.1 Eddie Cohen, Wendy Farner, Deborah Stavis On-campus 6:15–8:15 p.m. Tuesday, September 25, 2018

Instructor: Eddie Cohen

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. a founder and partner of the law firm Farner & Perrin, LLP, has more than 25 years of experience in estate planning and probate law. She has been recognized as a Texas Super Lawyer and in “Best Lawyers in America.” She is a frequent speaker on estate planning topics.

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 Houston Business Journal, The Wall Street Journal and Financial Times Financial Advisor IQ.

Term: Fall 2018

Start Date: Sept. 25, 2018

End Date: Nov. 06, 2018

Schedule: 6:15–8:15 p.m.

Length: Seven Tuesdays

Location: Rice campus

Fee: $275

Early Registration: $265 if registering by Sept. 11

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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