Alumni Seminars Interest Survey

The collected data will be used to evaluate interest in planned seminars for our alumni community.

Review proposed sub-topics for each seminar/webinar.

1. Retirement Income Planning in a High-Inflation Environment

   • Social Security timing strategies

   • Sequence-of-returns risk

   • Withdrawal strategies (4% rule vs dynamic spending)

   • Pension vs lump sum decisions

   • Tax-efficient retirement income

2. Tax Planning Strategies for High Earners and Retirees

   • Roth conversions

   • IRMAA and Medicare tax traps

   • Capital gains management

   • Tax-loss harvesting

   • Required Minimum Distributions (RMDs)

3. How to Avoid Running Out of Money in Retirement

   • Longevity risk

   • Healthcare cost modeling

   • Inflation-adjusted planning

   • Safe withdrawal frameworks

   • Portfolio stress testing

4. Social Security Optimization Strategies

   • Claiming at 62 vs FRA vs 70

   • Spousal benefits

   • Survivor benefits

   • Working while collecting benefits

   • Coordination with retirement assets

5. Estate Planning Essentials for Families

   • Wills vs Trusts

   • Beneficiary designations

   • Probate avoidance

   • Power of attorney and healthcare directives

   • Generational wealth transfer

6. Investing During Market Volatility

   • Behavioral finance mistakes

   • Diversification strategies

   • Fixed income in high-rate environments

   • Rebalancing discipline

   • Risk tolerance calibration

7. 401(k), IRA, and Roth Strategies Explained

   • Pre-tax vs Roth contributions

   • Backdoor Roth IRA

   • Mega backdoor Roth

   • Rollovers and consolidation

   • Catch-up contributions after age 50

8. College Planning Without Sacrificing Retirement

   • 529 plans

   • FAFSA positioning

   • Parent PLUS loans

   • Scholarship strategy

   • Balancing retirement savings with tuition goals

9. Insurance Planning and Risk Management

   • Life insurance needs analysis

   • Long-term care planning

   • Disability insurance

   • Umbrella liability coverage

   • Annuities: fixed, indexed, and immediate

10.  AI, Cybersecurity, and Financial Fraud Protection

    • Retirement scams targeting seniors

    • Identity theft prevention

    • Secure digital financial management

    • Fraud monitoring tools

    • AI-driven scam awareness