Retirement Planning MasterClass

The Retirement Planning MasterClass is designed to address the needs of detail-oriented people — many of whom are STEM-professionals close to or in retirement. The course is offered online or in person with two 90-minute sessions. course HOME

Live Online

Tuesdays April 19 & 26

Time: 10:00am-11:30 am

 

Concordia University

Saturdays, April 23 & 30

Time: 10:00am-11:30am

282 Concordia Ave, Saint Paul, MN 55104

Practical Information You Can Apply

Transitioning from a regular paycheck to relying on financial capital means financial decisions and the 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. Retirement Planning MasterClass is led by a financial fiduciary who can answer your questions while relating to real-life examples. It explores how to evaluate retirement readiness, structure retirement and investment plans, and better manage risk, as well as how to preserve a comfortable lifestyle.

Specifically, the course examines:

  • Model-based planning and retirement scenario analysis
  • Traditional and non-traditional income strategies
  • Capital preservation and risk-aware investment planning

 

  • Structured bond ladders, annuities, and other liquidity solutions
  • Primary threats to retirement savings and planned withdrawal rates
  • Tax efficiency in retirement and investment accounts

  

  • Systematic risk response and management strategies
  • Estate tax planning and transferring wealth with purpose
  • Affording and enjoying full-spectrum goals

About the Instructor

Bradley Horn (CRD# 1645274) is a Principal at Saffron Capital. He holds a Series 65 license and conduct in good standing with the Financial Industry Regulatory Authority (FINRA) and the Minnesota Department of Commerce, where Saffron Capital is a Registered Investment Advisor (RIA). Brad also holds a Series 3 license administered by the National Futures Association (NFA), where Saffron Capital is registered as a Commodity Trading Advisor (CTA) in good standing. Finally, he is a member of the CFA Institute.

Retirement Planning MasterClass Workbook

Includes a financial planning and investment workbook delivered in advance (choice of print or digital). The Workbook is full of detailed examples, illustrations, and checklists to make it easy to understand the class concepts discussed, and it provides a step-by-step process to apply what you learn. It also serves as a convenient reference tool after the course is completed.

Private Consultation

Includes a post-class private meeting with the instructor for a more personal discussion about your specific retirement and investment action plans.

Course Details

Retirement Planning MasterClass registration fee: $99.

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