How University Endowments Invest | Institutional Portfolio Design for Retirement | Educational Class
Schedule
Thu May 28 2026 at 06:00 pm to 09:00 pm
UTC-06:00Location
Jordan Campus Salt Lake Community College | West Jordan, UT
This educational class is designed for individuals who want a more sophisticated approach to retirement planning.
This course is taught by a former finance professor and PhD economist who specializes in applying institutional endowment portfolio strategies to individual retirement portfolios.
You will learn:
• How university endowments structure portfolios for long-term income
• Tax-efficient retirement distribution strategies
• Roth conversion timing before RMD age
• Coordinating Social Security with portfolio withdrawals
• Managing market risk near retirement
• Building diversified portfolios beyond traditional 60/40 allocations
This is a classroom-style educational session — not a sales presentation. Questions and discussion are encouraged.
This course is best suited for:
• Individuals age 55–65
• Within 5–10 years of retirement
• Homeowners
• Those with $500,000+ in retirement savings
• Investors seeking a more structured portfolio approach
Seating is limited to maintain an interactive learning environment.
Reserve your seat using the registration ticket link.
Where is it happening?
Jordan Campus Salt Lake Community College, 3475 W Wights Fort Rd, West Jordan, UT 84088-8818, United StatesEvent Location & Nearby Stays:


















