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Home Our Events

Our Events

Two-hour Workshops (delivered Live and/or Remotely)

Family Finance Workshops

  1. Family Life Cycles, Finances and Goals
  2. Cognitive Biases              
  3. Build, Automate and Visualize Your Budget    
  4. Credit Scoring
  5. Dealing with Debt
  6. Expect the Unexpected
  7. Student Loans            
  8. Social Security and Medicare

Retirement Finance Workshops

  1. Transitioning from Accumulation to Decumulation
  2. Retirement Mindsets and Behaviors
  3. Funding Retirement with Unknown Longevity
  4. Present Values, Floors and Upsides 
  5. Bonds, Ladders and TIPS
  6. Retirement Product Classes
  7. Target Date Funding
  8. On Returns and Risks

Special Topic Workshops

  1. Finance Amidst a Pandemic (also as Video)
  2. Refocus on Your Expense Report
  3. Social Security Calculations
  4. Individual Retirement Accounts (IRAs)
  5. Interpreting Financial Reports
  6. Calibrating Subjective Beliefs
  7. Consumer Price Indices and COLAs
  8. Finance Risks in Post-Covid Decade     

— NEW Webinars or Workshops (OPEN to all, by arrangement)

Latest Posts

For Married Couples, Social Security is a Team Sport

September 8, 2020

You’re Portfolio is Not as Diversified as You Think

September 7, 2020

Comparing Countries on Perceptions of Financing Retirement

July 27, 2020

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About Us

  • The Retirement Finance Institute is a unit within The Sisu Advantage (www.thinksisu.org)
  • Jerry Platt, Ph.D., is retired b-school dean and emeritus professor of finance at SFSU
  • Jason Platt, CFP, is a financial advisor and VP of wealth management at Citizens Securities
  • The Institute is dedicated to helping individuals and families “own their retirement”
  • As owner, you are responsible for retirement assessments, choices, and monitoring
  • We offer resources for those intent on “outsourcing” portions or all that responsibility
  • We belief our greater value is offering guidance and tools for “Do-It-Yourself” plans
    Learn more…

Recent Posts

  • For Married Couples, Social Security is a Team Sport September 8, 2020
  • You’re Portfolio is Not as Diversified as You Think September 7, 2020
  • Comparing Countries on Perceptions of Financing Retirement July 27, 2020
  • Present Value of a Growing Stream of Future Cashflows July 6, 2020
  • Quantifying Your Subjective Beliefs July 6, 2020

Our Events

  • Family Finance
  • Retirement Planning
  • Special Topics

[Read More]

A Sports Analogy

This site suggests a parallel between owning and running a team in the National Hockey League (NHL) and owning and running your retirement plan.  The series will be presented in several parts over time, and hopefully will provide insights you find helpful.

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  • A Sports Analogy
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