Alternatives as We Age: Retirement and Legacy Planning
Completed by AMANI ANAI
March 24, 2025
9 hours (approximately)
AMANI ANAI's account is verified. Coursera certifies their successful completion of Alternatives as We Age: Retirement and Legacy Planning
What you will learn
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.
Skills you will gain
- Category: Portfolio Management
- Category: Case Studies
- Category: Investments
- Category: Wealth Management
- Category: Risk Management
- Category: Financial Modeling
- Category: Succession Planning
- Category: Portfolio Risk
- Category: Investment Management
- Category: Philanthropy
- Category: Risk Analysis
- Category: Estate Planning
