About this session
It’s never too early or too late to enhance your financial well-being in retirement. Financial advisors Eddie Cohen and Deborah Stavis offer a “lifespan view” of retirement planning in this accessible session. Regardless of your age, life stage or income, there are important steps you can take now to maximize your financial security during retirement. Topics include: Tips for young people on how to get started, investing to keep pace with inflation, a new lens on retirement planning in a post zero interest rate economy, life events that may impact your retirement strategy, embracing your own retirement planning whether you are single, partnered, divorced or widowed, money messages and how our attitudes towards financial planning impact our children and families, and maximizing and generating income later in life, including during retirement. Through this presentation and audience Q & A, gain insights to help you embrace retirement planning for life.
Note: Rice University does not offer financial or investment advice. This session provides a general educational overview of the topics described. To determine the applicability of the content to your personal finances and investments, and for specific advice pertaining to your personal financial situation, please consult a financial advisor of your choice.
Eddie Cohen, CFP®, Founder and Chief Investment Officer of Stavis & Cohen Private Wealth, and Deborah Stavis, CFP®, Founder of Stavis & Cohen Private Wealth
Friday, February 10, 2023
12:00 PM CT
Live Webinar
Eddie Cohen & Deborah Stavis
Presented By Eddie Cohen & Deborah Stavis
Eddie Cohen, CFP®, the Founder and Chief Investment Officer of Stavis & Cohen Private Wealth, has been an investment management professional for more than 35 years. He specializes in investment management and strategies designed to reduce downside risk. He has been a frequent contributor to publications such as Forbes, Houston Business Journal and InvestmentNews.
Deborah Stavis, CFP®, the Founder of Stavis & Cohen Private Wealth, has more than 35 years of experience as a financial advisor. She focuses on retirement, investment and estate planning for executives of Fortune 500 companies and successful business owners. She has been published in the Houston Business Journal, The Wall Street Journal and Financial Times Financial Advisor IQ.