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Course Description

Instructor: Brenda Dozier, PhD, CDFA, RICP

Both the “safety-first� and the “probability-based� retirement income approaches will be pivotal to this class curriculum. Portfolio strategies to help students understand how to invest for income in today’s environment, asset dedication, dynamic rebalancing and portfolio sustainability, and advanced issues in investment and insurance products will help the student meet and manage payouts as well as make revisions to the plan to reflect market changes. Class dates: Feb 1 and 8. Course fee: $15
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