VOOZH about

URL: https://www.coursera.org/learn/alternatives-as-we-age-retirement-and-legacy-planning

⇱ Alternatives as We Age: Retirement and Legacy Planning | Coursera

Alternatives as We Age: Retirement and Legacy Planning

Ends soon! Keep adding new skills with 10,000+ programs for $239 (usually $399). Save now.

Alternatives as We Age: Retirement and Legacy Planning

This course is part of multiple programs.

Included with

Ask Coursera

Gain insight into a topic and learn the fundamentals.
Beginner level
No prior experience required
1 week to complete
at 10 hours a week
Flexible schedule
Learn at your own pace
Gain insight into a topic and learn the fundamentals.
Beginner level
No prior experience required
1 week to complete
at 10 hours a week
Flexible schedule
Learn at your own pace

What you'll learn

  • Understand the multifaceted aspects of retirement planning, including various definitions and the financial risks involved.

  • Analyze diverse retirement strategies recommended by wealth managers, such as annuitization, treasury, bucket, and market-driven approaches.

  • Evaluate alternative investments and model portfolios to ensure income sustainability throughout different stages of retirement.

  • Explore estate planning fundamentals and philanthropic strategies, particularly when dealing with land, alternative, and illiquid investments.

Details to know

Shareable certificate

Add to your LinkedIn profile

Assessments

6 assignments

Taught in English

Build your subject-matter expertise

This course is available as part of
When you enroll in this course, you'll also be asked to select a specific program.
  • Learn new concepts from industry experts
  • Gain a foundational understanding of a subject or tool
  • Develop job-relevant skills with hands-on projects
  • Earn a shareable career certificate

There are 4 modules in this course

This course delves into the complexities of retirement planning and estate management. It covers various definitions of retirement and examines the financial risks families and consumers face during this stage. You'll explore both qualitative and quantitative retirement challenges and analyze strategies recommended by wealth managers, including annuitization, treasury, bucket, and market-driven approaches. The course evaluates alternative investments through different stages of retirement and uses case studies to illustrate diverse strategies. It also focuses on applying and modeling portfolios within a retirement framework, emphasizing income sustainability. Finally, the course covers estate planning fundamentals and strategies for managing land, alternative, and illiquid investments, as well as philanthropic strategies involving these assets.

This course is part of the College of ACES suite of online programs, including the graduate-level certificate, "Land, Agriculture and Alternative Investing" that can be stacked toward a master's degree. To learn more about online programs from the College of ACES and explore ways to apply your Coursera work toward a degree program at the University of Illinois, visit ACES Online at acesonline.illinois.edu.

You will become familiar with the course, your classmates, and our learning environment. The orientation will also help you obtain the technical skills required for the course. Then dive into the second part of this module to explore various definitions of retirement and examine the financial risks families and consumers face during this stage. You'll also discern both qualitative and quantitative retirement challenges and analyze common strategies recommended by wealth managers, including annuitization, treasury, bucket, and market-driven approaches.

What's included

13 videos4 readings2 assignments1 discussion prompt

13 videos•Total 48 minutes
  • Course Overview•1 minute
  • Meet Your Instructor | Craig Lemoine•2 minutes
  • Module 1 | Overview •1 minute
  • Introducing Retirement with an Alternative Framework•5 minutes
  • Mathematical and Case Study Approach to Retirement•7 minutes
  • Key Retirement Risks•5 minutes
  • Further Retirement Risks and Planning Flexibility•5 minutes
  • Exploring Sequence of Return risks with Stocks, Bonds & Land•4 minutes
  • Sequence of Return Risk, Internal Rate of Return, Correlation and Dollar Weighted Return•6 minutes
  • Worst Case Scenarios and the Case for a Balanced Portfolio•5 minutes
  • How to Retire Featuring Christine Benz•1 minute
  • Finding Purpose in Retirement Featuring Christine Benz•3 minutes
  • Module 1 | Wrap-up•1 minute
4 readings•Total 40 minutes
  • Syllabus•10 minutes
  • Learn More About Flexible Pathways•10 minutes
  • Updating Your Profile•10 minutes
  • How Accurate Are Retirees’ Assessments of Their Retirement Risk•10 minutes
2 assignments•Total 60 minutes
  • Orientation Quiz•30 minutes
  • Module 1 | Knowledge Check•30 minutes
1 discussion prompt•Total 10 minutes
  • Getting to Know Your Classmates•10 minutes

In this module you'll evaluate alternative investments suitable for different stages of retirement. Through case studies, you'll explore diverse retirement strategies and solutions, gaining insights into how different approaches can address unique financial and personal goals.

What's included

15 videos2 readings1 assignment

15 videos•Total 53 minutes
  • Module 2 | Overview •1 minute
  • The Retirement Spending Smile and Funded Ratios •8 minutes
  • Six Critical Steps to Retirement •7 minutes
  • Alternative Investments in 401(k) Plans•5 minutes
  • Alternative Assets in Pension Funds•3 minutes
  • Self-Directed IRAs: Risks and Rewards•7 minutes
  • Investing and Portfolio Management Featuring Christine Benz•3 minutes
  • Keep it Simple Featuring Christine Benz•4 minutes
  • Adaptability of Retirement | Income Lab•2 minutes
  • The Future of Retirement Planning Featuring Jamie Hopkins•4 minutes
  • Beds: Aging in Place and Retirees Featuring Jamie Hopkins•2 minutes
  • How Do You Take Your Income Featuring Bob French•3 minutes
  • Income Through Retirement Featuring Bob French•2 minutes
  • Interest Rate Risks and Retirement Featuring Bob French•2 minutes
  • Module 2 | Wrap-Up•1 minute
2 readings•Total 20 minutes
  • An Introduction to Alternative Investments•10 minutes
  • Do Alternative Investments Belong in Your Retirement Plan?•10 minutes
1 assignment•Total 30 minutes
  • Module 2 | Knowledge Check•30 minutes

This module, focuses on applying and modeling portfolios within a retirement framework. You'll learn how to structure a diversified portfolio to meet retirement goals and explore methods to ensure a steady income stream throughout retirement.

What's included

8 videos3 readings1 assignment

8 videos•Total 29 minutes
  • Module 3 | Overview •1 minute
  • Introducing Income Lab•3 minutes
  • Adding Alternatives | Income Lab•9 minutes
  • Stress Testing Retirement Models | Income Lab•4 minutes
  • The Challenge of Modeling Income | Income Lab•3 minutes
  • A Profession Evolving | Income Lab•4 minutes
  • Retirement, Purpose and Income featuring Bob French•4 minutes
  • Module 3 | Wrap-up•1 minute
3 readings•Total 35 minutes
  • Learners Guide: Exploring Alts with Gary and Jenny•15 minutes
  • Investing for Retirement Income: A Comparison of Asset Allocations and Spending Strategies•10 minutes
  • Retirement Planning: From Z to A•10 minutes
1 assignment•Total 30 minutes
  • Module 3 | Knowledge Check•30 minutes

This module you'll delve into estate planning fundamentals and strategies for managing land, alternative, and illiquid investments. You'll also explore philanthropic strategies involving these assets, providing insights into legacy building and philanthropy. At the conclusion of this module, you will be ready to complete the final assessment for the course and earn your Coursera certificate!

What's included

16 videos6 readings2 assignments

16 videos•Total 43 minutes
  • Module 4 | Overview •1 minute
  • What estate planning documents do I need? •5 minutes
  • When should you have an estate plan? •4 minutes
  • What happens if you die without an estate plan? •5 minutes
  • Philanthropy & Land Owners Featuring Dr. Jennifer Lehman •4 minutes
  • Crypto, Estate Planning & Philanthropy Featuring Dr. Jennifer Lehman •3 minutes
  • Interests in Giving and Philanthropy Featuring Dr. Jennifer Lehman •1 minute
  • Estate Planning When You Are Alive Featuring Tim Richey •2 minutes
  • Financial Exploitation Featuring Tim Richey•4 minutes
  • Process of Estate Planning with Real Estate Featuring Tim Richey •2 minutes
  • Postmortem Planning Featuring Tim Richey•2 minutes
  • Litigating After Death Featuring Tim Richey •2 minutes
  • Monitoring an Estate Plan Featuring Tim Richey•2 minutes
  • Module 4 | Wrap-up•1 minute
  • Course Wrap-up•2 minutes
  • Graduate-Level Learning: Deepening Your Expertise•2 minutes
6 readings•Total 60 minutes
  • New Tomorrow’s Inheritance: The Frontiers of Estate Planning Formalism•10 minutes
  • People’s Company •10 minutes
  • Philanthropy’s Commitment to the Future•10 minutes
  • Congratulations!•10 minutes
  • Stack Your Course Certificate toward Graduate Coursework•10 minutes
  • Getting Your Course Certificate•10 minutes
2 assignments•Total 120 minutes
  • Module 4 | Knowledge Check•30 minutes
  • Final Assessment•90 minutes

Earn a career certificate

Add this credential to your LinkedIn profile, resume, or CV. Share it on social media and in your performance review.

Instructor

University of Illinois Urbana-Champaign
13 Courses•11,520 learners

Explore more from Finance

Why people choose Coursera for their career

👁 Image

Felipe M.

Learner since 2018
"To be able to take courses at my own pace and rhythm has been an amazing experience. I can learn whenever it fits my schedule and mood."
👁 Image

Jennifer J.

Learner since 2020
"I directly applied the concepts and skills I learned from my courses to an exciting new project at work."
👁 Image

Larry W.

Learner since 2021
"When I need courses on topics that my university doesn't offer, Coursera is one of the best places to go."
👁 Image

Chaitanya A.

"Learning isn't just about being better at your job: it's so much more than that. Coursera allows me to learn without limits."

Frequently asked questions

Yes! Although completion of the Coursera course alone is not credit-bearing, it is a required component of a graduate-level Canvas course that can be "stacked" toward advanced credentials such as an academic (transcriptable) graduate certificate or a degree. If you decide to pursue further education, the credits you earn from this course can be applied toward a formal academic program, provided that you meet all the requirements of admission to the certificate or degree.

To access the course materials, assignments and to earn a Certificate, you will need to purchase the Certificate experience when you enroll in a course. You can try a Free Trial instead, or apply for Financial Aid. The course may offer 'Full Course, No Certificate' instead. This option lets you see all course materials, submit required assessments, and get a final grade. This also means that you will not be able to purchase a Certificate experience.

When you enroll in the course, you get access to all of the courses in the Specialization, and you earn a certificate when you complete the work. Your electronic Certificate will be added to your Accomplishments page - from there, you can print your Certificate or add it to your LinkedIn profile.

Yes. In select learning programs, you can apply for financial aid or a scholarship if you can’t afford the enrollment fee. If fin aid or scholarship is available for your learning program selection, you’ll find a link to apply on the description page.

Financial aid available,