Retirement is more than a financial calculation—it’s a complex transition involving income sustainability, investment strategy, personal values, and long-term well-being. This specialization brings together retirement planning frameworks, behavioral insights on money and happiness, and income solutions such as annuities to help learners navigate retirement decisions with clarity and confidence.
Across three courses, learners explore how portfolios support retirement income, how financial choices affect quality of life, and how to evaluate tradeoffs involving risk, flexibility, legacy, and longevity. Designed for financial professionals, retirement planners, and informed consumers, this specialization emphasizes judgment, communication, and real-world decision-making.
Applied Learning Project
Learners apply retirement planning concepts through case studies and reflective exercises that combine financial modeling, income strategy evaluation, and personal values assessment. Projects involve analyzing retirement scenarios, testing portfolio sustainability, evaluating annuity tradeoffs, and creating plans that balance financial security with personal well-being.
