Basics of Retirement Planning

When it comes to retirement planning, many faculty and staff don’t know where to begin, so they don’t. This workshop will help attendees get started by helping them calculate how much they may need to afford to retire and develop a savings and investment plan to reach their objectives. We’ll review the importance of starting early and setting investment priorities. We will also explain some basic investment terms, tools, and the importance of using the tax deferred retirement plans offered by Amherst College. We’ll also explain, and consider the importance of asset allocation, the main driver of investment returns.

Presented by Dave Carboni, Ph.D., CFP®

Date Time
Thursday, November 11, 2021 12:00 - 1:00 PM


Dr. Carboni has delivered thousands of retirement planning programs nationwide, including workshops for the faculty and staff of: Williams College, Smith College, Skidmore College, Boston College, Wellesley College, and Brandeis University, among others. Unlike workshops offered by financial service providers, this program is strictly educational, as Dr. Carboni sells no financial products or services. A visit to his website: will provide a more complete description of his background and work.