3:30 pm - Expanding Wealth In Retirement

Penn Alumni Weekend: May 15th - Friday's Events

3:30 pm - Expanding Wealth In Retirement

Philadelphia, Pennsylvania 19104, United States

Created By: PocketSights

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3:30 - 4:45 PM

Expanding Wealth In Retirement Through New Tax-Optimal Income Planning

Houston Hall, Golkin Room
3417 Spruce Street


Join Lewis Coopersmith, C’65, and and Jonathan Coopersmith, C’91, for a discussion of Lew’s academic research and background in operations research as he developed an innovative sequence of tax-optimal retirement withdrawals to maximize long-term total savings growth and support desired lifestyle goals. (Sponsored by Class of 1965).

This point of interest is part of the tour: Penn Alumni Weekend: May 15th - Friday's Events


 

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