Holyoke Community College

Building on the concepts introduced in Financial Foundations, this course takes a deeper look at investing and long-term retirement planning. Students will explore investment strategies, diversification, retirement accounts such as 401(k)s and IRAS, and approaches to building wealth through different stages of life. The course will also examine retirement planning considerations including estimating retirement needs, preparing for major life transitions, and converting savings into retirement income. Designed for adults at any stage of life, the course emphasizes practical knowledge and informed decision-making to support long-term financial security and independence. Instructor: George Revoir.