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Course Description

Instructor: Brenda Dozier

Today’s retirement is radically different than it was a few years ago. Longevity is the biggest risk factor facing retirees today. This makes planning both a challenge and an opportunity! Dr. Brenda uses a family office approach to retirement planning for individuals and couples. This class will focus on key topics to constructing a retirement plan for today’s current retirees and those getting ready to retire: Housing Decisions, Health Care Costs, Long Term Care Needs, Fixed vs. Lifestyle Expenses, Sources of Retirement Income and Distribution strategies for the three stages in retirement.

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