Retirement Planning MasterClass

The Osher Lifelong Learning Institute (OLLI) at the University of Minnesota is sponsoring the Retirement Planning MasterClass.  The class is offered in the fall semester at the College of Continuing & Professional Studies.  The three-part course is designed to address the needs of detail-oriented people who want deep insight into their retirement finances.  Learn about strategies to make sure your retirement life and capital are better protected.  

Retirement Planning MasterClass | Saffron Capital | Minneapolis

 Dates / Time

Mondays, October 14, 21 & 28

Time: 2:30PM -4:00PM

Practical Information You Can Apply

Transitioning from a regular paycheck to relying predominantly on savings is a big change.  It means your financial decisions and your approach to risk and capital preservation are more important than ever. This course blends lessons learned with hands-on planning and investment exercises to help you make the most of your retirement years.

Specifically, the course examines:

  •  Emerging retirement trends, new demographics and government policies
  • Model-based planning and retirement scenario analysis
  • Primary threats to retirement savings and planned withdrawal rates

 

  • Building-blocks for traditional and non-traditional retirement income
  • Capital preservation strategies for risk-aware investment planning
  • Tax efficiency in retirement and investment accounts

  

  • Social Security and Medicare election strategies
  • Estate planning to transfer wealth with purpose
  • Affording and enjoying full-spectrum goals

Course Registration

Register at the College of Continuing and Professional Studies here