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- Current Events and Portfolio Management
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Dates: 2/4/2026 - 2/18/2026
Times: 9:30 AM - 11:30 AM
Days: W
Sessions: 3
Building: School of Education
Room: Room 1056
Bank closures, falling profit margins, sticky inflation, a shrinking dollar, unmanageable national debt, a weakening GDP, and an epidemic of incompetence present challenges for investors not seen in our lifetime. Where are the opportunities? Can one pursue growth with a modicum
of safety?
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- Portfolio Construction: Build Your Own Optimal Retirement Portfolio
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Dates: 2/5/2026 - 2/26/2026
Times: 9:30 AM - 11:30 AM
Days: Th
Sessions: 4
Building: Campus Center
Room: Room 31
Pre-requisite: Class participants should have at least one year of investment experience and a good understanding of high school math
Join us for a comprehensive discussion in layman’s terms of how long-term retirement investment portfolios are constructed. This course gives the average investor the intellectual muscle to both understand and challenge their professional advisor’s recommendations and actions.
Gain an in-depth understanding of optimal portfolio construction to either 1) gain the optimal level of annual average return at a pre-specified level of risk, or 2) minimize the potential risk of loss at a targeted level of future average annual return.
This disciplined investment process is based on Modern Portfolio Theory (MPT), the process utilized by the most sophisticated investment teams on Wall Street. While investment risk can never be completely eliminated, MPT has proven to be the best portfolio construction methodology for managing risk in pursuit of optimal portfolio performance since its design and inception in 1952.
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If you do not see the “Request Course or Add to Cart” button below, there are 3 possible reasons: 1) Registration may not be open yet OR , 2) You have not added a Membership to your cart (not applicable if you have already purchased membership) OR, 3) You are not logged in: Click to Sign-In
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- Do I Really Need a Trust? The Answer Might Surprise You
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Dates: 2/5/2026 - 2/12/2026
Times: 1:30 PM - 3:30 PM
Days: Th
Sessions: 2
Building: Campus Center
Room: Room 31
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If you do not see the “Request Course or Add to Cart” button below, there are 3 possible reasons: 1) Registration may not be open yet OR , 2) You have not added a Membership to your cart (not applicable if you have already purchased membership) OR, 3) You are not logged in: Click to Sign-In
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- Senior Living Options and How to Plan Financially for Them
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Dates: 4/9/2026 - 4/9/2026
Times: 9:30 AM - 11:30 AM
Days: Th
Sessions: 1
Building: School of Education
Room: Room 1056
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If you do not see the “Request Course or Add to Cart” button below, there are 3 possible reasons: 1) Registration may not be open yet OR , 2) You have not added a Membership to your cart (not applicable if you have already purchased membership) OR, 3) You are not logged in: Click to Sign-In
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- Understanding Today’s Economic Trends and Issues
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Dates: 4/14/2026 - 4/28/2026
Times: 1:30 PM - 3:30 PM
Days: Tu
Sessions: 3
Building: Online – Zoom
Room: Zoom Link - Emailed Day Prior
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If you do not see the “Request Course or Add to Cart” button below, there are 3 possible reasons: 1) Registration may not be open yet OR , 2) You have not added a Membership to your cart (not applicable if you have already purchased membership) OR, 3) You are not logged in: Click to Sign-In
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- Lifetime Income Strategies
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Dates: 4/16/2026 - 4/30/2026
Times: 9:30 AM - 11:30 AM
Days: Th
Sessions: 3
Building: School of Education
Room: Room 2000
We will discuss financial education for retirees and planning your income for life. Post-retirement planning is often more difficult than planning for retirement. You are managing your entire nest egg – not collecting paychecks any more – with less time to recover your potential mistakes. In this course, you learn time-tested strategies for planning your retirement income that are designed to make your money last.
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If you do not see the “Request Course or Add to Cart” button below, there are 3 possible reasons: 1) Registration may not be open yet OR , 2) You have not added a Membership to your cart (not applicable if you have already purchased membership) OR, 3) You are not logged in: Click to Sign-In
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