Optimizing Your Retirement Income | Osher Lifelong Learning Institute | University of Miami

Optimizing Your Retirement Income

OSH 408 / Non Credit
Course taught in: English
Locations: TBA
Instructor: Julio Lopez-Brito

Course Description

A course aimed for people interested in better planning and managing their income in retirement. The course will provide participants with practical, actionable knowledge based on solid, upto-date research in the field of retirement income planning.

Week 1 Understanding the Retirement Income Challenge
Week 2 Financial Goals in Retirement
Week 3 Changing Risks in Retirement
Week 4 Retirement Income Tools
Week 5 Insurance vs. Investments
Week 6 Retirement Income Strategies

Mr. Julio Lopez-Brito holds an MPhil and MBA, in Finance from NYU Stern School of Business and BA in Economics. He holds the "Retirement Income Certified Professional (RICP)" designation from the American College of Financial Services and is a graduate of the ABA Stonier Graduate School of Banking. He holds the Series 6 (Registered Representative) and 65 (Investment Advisor) securities licenses as well as the Life & Health Insurance license (Agent). He has more than 20 years professional experience as a Corporate Finance senior executive in multinational, domestic, and non-profit organizations as well as an independent Mergers & Acquisitions and Investment Advisor to Latin American High Network Individuals (HMWI), business owners and closely-held businesses.

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