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‘Retirement Planning and Market Stress’ Workshop on Jan. 28

Published: January 15, 2009

The Office of Estate and Gift Planning at CSULB will hold the second of its three planned financial presentations on Wednesday, Jan. 28, from 7-8:30 p.m. in the CSULB office at 1000 Studebaker Road, located near the corner of Anaheim Street and Studebaker in the Cornerstone Church building.

This presentation, “Retirement Planning and Market Stress,” will be given by Dick Runyon, professor of finance and director of the Student-Managed Investment Fund at CSULB. The presentation is free and open to the public. Parking is easily accessible at the location and there will be light refreshments served.

Runyon will offer ways to deal with the uncertainties created by current economic and world events that can improve individual retirement plan results. He will discuss strategies to cope with volatile markets, funding retirement plans, withdrawing from retirement plans, long-term market outlook, tax sheltered vs. unsheltered retirement plans, and charitable giving and retirement solutions.

“Periods of stock market stress provide opportunities to revisit one’s expected returns, tolerance for risk and reassessment of long-term retirement goals,” said Runyon. “That’s what I will be discussing during this presentation.”

“Even though the financial sector has been in crisis mode for several months and the stock market is very volatile and in turmoil, each of us still must be vigilant in tracking our financial arrangements,” said Michael Solt, dean of CSULB’s College of Business Administration. “This is why the workshop on retirement planning offered by Dick Runyon is very important, whether retirement will be in the near term or longer term. Indeed, retirement planning is more important than ever in these tumultuous economic times.”

For more information, contact Lori Evans at 562/985-5489. To RSVP call 562/985-1662 or e-mail to nguevera@csulb.edu.