Retirement Planning basics

Wednesday, Nov. 13, 12 pm (Central)

It is never too early to begin planning for retirement.


Planning for a successful retirement is actually not very complicated, as long as you understand where to start, which professionals to talk to, and the questions to ask. Unfortunately, too many individuals wind up in retirement without having done any planning or preparation, and therefore have less of a chance of retiring with wealth, health, happiness, and purpose.


In this webinar, we will discuss in very general terms how to think about financing your retirement, taxation issues that might be different in retirement, your financial legacy, decisions over your property and body, the difference between medical care and long-term care, where to live, and other issues. There will be some time for you to ask questions, but remember that every individual and family is different, so we will only be able to provide broad-based, nonspecific advice.

We’ll discuss:

  • Your retirement philosophy
  • Questions you should be asking about your financial well-being
  • Legal factors you should consider when planning for retirement


About the Presenter: Barry Kozak, MPP'09

Barry Kozak, MPP’09, has enjoyed a career as an attorney, law school professor, actuary, and pension consultant. In order to effectively educate people about retiring with wealth, health, happiness, and purpose, he has opened Retirement HELP, Inc. Kozak has received a master’s of public policy from the University of Chicago Harris School of Public Policy Studies, a master’s of law in employee benefits and a JD from the John Marshall Law School in 2000, and a BS in applied statistics from the State University of New York at Albany in 1994.





Date: Wednesday, November 13, 2019 at 12pm (Central)

Cost: Complimentary
Location: Online




Event Contact

Linda Pantale
Associate Director, Career Development
UChicago Alumni Association Contact