# Event Details

- **Event Name**: How University Endowments Invest | Institutional Portfolio Design for Retirement | Educational Class
- **Event Start and End Date**: Wed, 20 May, 2026 at 06:00 pm – Thu, 28 May, 2026 at 06:00 pm (-06:00)
- **Event Description**: Are you within 5–10 years of retirement and wondering how to structure your portfolio for income, taxes, and long-term sustainability?

This educational class is designed for individuals who want a more sophisticated approach to retirement planning.

This course is taught by a former finance professor and PhD economist who specializes in applying institutional endowment portfolio strategies to individual retirement portfolios.

You will learn:

• How university endowments structure portfolios for long-term income
• Tax-efficient retirement distribution strategies
• Roth conversion timing before RMD age
• Coordinating Social Security with portfolio withdrawals
• Managing market risk near retirement
• Building diversified portfolios beyond traditional 60/40 allocations

This is a classroom-style educational session — not a sales presentation. Questions and discussion are encouraged.

This course is best suited for:
• Individuals age 55–65
• Within 5–10 years of retirement
• Homeowners
• Those with $500,000+ in retirement savings
• Investors seeking a more structured portfolio approach

Seating is limited to maintain an interactive learning environment.

Reserve your seat using the registration ticket link.
- **Event URL**: https://allevents.in/west-jordan/how-university-endowments-invest-|-institutional-portfolio-design-for-retirement-|-educational-class/200029882476112
- **Event Categories**: workshops
- **Slot details of has slots**: 
- **Interested Audience**: 
  - total_interested_count: 1

## Ticket Details

- **Ticket URL**: https://forms.gle/1MZuYiNabejjWpDz6?utm_source=AllEvents.in&utm_medium=event-discovery-platform&utm_campaign=west+jordan-events

## Event venue details

- **city**: West Jordan
- **state**: UT
- **country**: United States
- **location**: Jordan Campus Salt Lake Community College
- **lat**: 40.584620568186
- **long**: -111.97425926587
- **full address**: Jordan Campus Salt Lake Community College, 3475 W Wights Fort Rd, West Jordan, UT 84088-8818, United States

## Event Organizer details

- **affiliate_id**: 2
- **organizer**: Colwyn Investments (https://allevents.in/org/colwyn-investments/27639246)

## Event gallery

- **Alt text**: banner
  - **Image URL**: https://cdn-az.allevents.in/events1/banners/ed8c8dd441924becc562a04de571cfb05ac93a9f37f483ddf7aeec3c375c1635-rimg-w1200-h789-dc74acc4-gmir?v=1775012651
- **Alt text**: thumbnail
  - **Image URL**: https://cdn-az.allevents.in/events1/banners/2a9e49a3ac91c69ebb28d329a53d407642eb4d6b151474afbbd17821fb1140f7-rimg-w300-h300-dc3175a6-gmir?v=1775012652

## FAQs

- **Q**: When is the event happening?
  - **A:** Wed, 20 May, 2026 at 06:00 pm (-06:00)
- **Q**: Where is the event happening?
  - **A:** Jordan Campus Salt Lake Community College, 3475 W Wights Fort Rd, West Jordan, UT 84088-8818, United States
- **Q**: Who is organizing the event?
  - **A:** Colwyn Investments
- **Q**: What type of event is this?
  - **A:** workshops
- **Q**: Where can I find ticket details about How University Endowments Invest | Institutional Portfolio Design for Retirement | Educational Class ?
  - **A:** You can find ticket details about this event on AllEvents.

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