Tax & Investing Strategies For Pre-Retirees with Raul Shah, A&S '16

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Tax & Investing Strategies For Pre-Retirees
Instructor: Raul Shah, A&S '16
August 25, 2026 - September 29, 2026 (6 Sessions)
Tuesdays, 6:00 PM - 8:00 PM ET
Virtual va Zoom

Brought to you by Odyssey

Course Description: This course empowers pre-retirees to take control of their financial future with actionable strategies designed to reduce lifetime taxes, build an investment portfolio positioned for resilience, and incorporate charitable giving into a broader financial plan. Students will learn practical tax planning moves such as Roth conversions, tax-efficient withdrawals, and required minimum distribution strategies, while also exploring investment portfolio construction through a value investing lens. The course will also examine ways to make a lasting impact through donor-advised funds and qualified charitable distributions. Through real-life scenarios and hands-on exercises, participants will leave with concrete steps to improve their retirement outcomes and confidently navigate financial decisions.

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Johns Hopkins Tuition Remission Policies

Tuition benefits are available to University faculty, staff, and retirees only. Employees of Johns Hopkins Hospital, Johns Hopkins Medical Institutions, or the Applied Physics Laboratory should contact your institution’s Human Resources office for information about tuition remission and eligibility:

Johns Hopkins Hospitals and Medical Institutions: https://www.hopkinsmedicine.org/human-resources/benefits/tuition-assistance
Johns Hopkins Applied Physics Laboratory: https://www.jhuapl.edu/careers/professional-development

Select the correct ticket pricing during registration. If we cannot confirm your university eligibility, you will be requested to pay the full registration price for each course. Complete eligibility details can be found here.

Withdrawals & Refunds:

If a course is canceled or closed, the registrant is notified immediately, and a full refund is processed automatically unless another course is requested. Registrants who wish to withdraw from an active course must complete the online Odyssey Refund Request Form. Attach any documentation to support your request (e.g., medical documentation, family crisis documentation, etc.).

100% refund: Prior to the start of the course and after the first class.
No refunds: After the first week of each course unless in exceptional cases.

For single-session courses:
100% refundable within two (2) business days of the event.

Please note, refunds apply only to the tuition portion of an Odyssey participant’s charges and are not applicable to any fees or gifts made to the Johns Hopkins Alumni Association. Registrants will be notified by email if a refund is approved within five (5) business days.

ABOUT Raul Shah, A&S '16
Chief Executive Officer of DocShah Financial

Raul Shah serves as Chief Executive Officer of DocShah Financial, a registered investment advisory firm providing comprehensive wealth management services. A graduate of The Johns Hopkins University (class of 2016), his expertise in the financial markets has earned national recognition: he is regularly invited on the Schwab Network to discuss stocks and market insights, has been featured in Forbes for his investment performance, and publishes research articles for Seeking Alpha. Before launching his firm, Raul spent six years as a professional baseball player, including for Team Great Britain in MLB’s World Baseball Classic qualifiers.

Event Date
Starts:
Tuesday, August 25, 2026
6:00pm EDT

Ends:
Tuesday, September 29, 2026
8:00pm EDT

Contact
Odyssey
Alumni Relations Lifelong Learning
800-JHU-JHU1 (548-5481)
odyssey@jhu.edu

Ticket Options

	General Registration	$
	JHU Alumni (all divisions) 50% discount. Alumni status will be confirmed.	$
	Johns Hopkins University Faculty, Staff, or Retiree 80% discount. Status of university employment will be confirmed.	$
	Johns Hopkins University Spouse or Domestic Partner 50% discount. Employment status of Spouse/Domestic Partner will be confirmed.	$

Registration Information

Select your registration type

General Registration ($300.00)

JHU Alumni (all divisions) ($150.00)

Johns Hopkins University Faculty, Staff, or Retiree ($60.00)

Johns Hopkins University Spouse or Domestic Partner ($150.00)

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Tax & Investing Strategies For Pre-Retirees with Raul Shah, A&S '16

Johns Hopkins Tuition Remission Policies

Johns Hopkins Hospitals and Medical Institutions: https://www.hopkinsmedicine.org/human-resources/benefits/tuition-assistance

Johns Hopkins Applied Physics Laboratory: https://www.jhuapl.edu/careers/professional-development

Select the correct ticket pricing during registration. If we cannot confirm your university eligibility, you will be requested to pay the full registration price for each course. Complete eligibility details can be found here.

Withdrawals & Refunds:

100% refund: Prior to the start of the course and after the first class.

No refunds: After the first week of each course unless in exceptional cases.

For single-session courses:
100% refundable within two (2) business days of the event.

Please note, refunds apply only to the tuition portion of an Odyssey participant’s charges and are not applicable to any fees or gifts made to the Johns Hopkins Alumni Association. Registrants will be notified by email if a refund is approved within five (5) business days.

Registration Information

Make a Gift

Payment Information

Tax & Investing Strategies For Pre-Retirees with Raul Shah, A&S '16

Johns Hopkins Tuition Remission Policies

Johns Hopkins Hospitals and Medical Institutions: https://www.hopkinsmedicine.org/human-resources/benefits/tuition-assistance

Johns Hopkins Applied Physics Laboratory: https://www.jhuapl.edu/careers/professional-development

Select the correct ticket pricing during registration. If we cannot confirm your university eligibility, you will be requested to pay the full registration price for each course. Complete eligibility details can be found here.

Withdrawals & Refunds:

100% refund: Prior to the start of the course and after the first class.

No refunds: After the first week of each course unless in exceptional cases.

For single-session courses:100% refundable within two (2) business days of the event.

Please note, refunds apply only to the tuition portion of an Odyssey participant’s charges and are not applicable to any fees or gifts made to the Johns Hopkins Alumni Association. Registrants will be notified by email if a refund is approved within five (5) business days.

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For single-session courses:
100% refundable within two (2) business days of the event.