How University Endowments Invest | Institutional Portfolio Design for Retirement | Educational Class

Name: How University Endowments Invest | Institutional Portfolio Design for Retirement | Educational Class
Start: 2026-05-28T18:00:00-06:00
End: 2026-05-28T21:00:00-06:00
Location: Jordan Campus Salt Lake Community College

Schedule

Thu May 28 2026 at 06:00 pm to 09:00 pm

UTC-06:00

Location

Jordan Campus Salt Lake Community College | West Jordan, UT

Are you within 5–10 years of retirement and wondering how to structure your portfolio for income, taxes, and long-term sustainability?
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.