Retirement Planning MasterClass

Retirement Planning MasterClass is a four-part. in-person course developed for the Osher Life-Long Learning Institute at the University of Minnesota.  The masterclass caters to detail-oriented people who want deeper insights into their retirement finances.  Are you preparing to retire? Do you seek to rejuvenate an existing retirement plan? In either case, learn to plan for the latest market costs and policies, while making sure your retirement life and capital are better protected.

Brad Horn

 Dates / Time

4 classes held each Wednesday

Dates: Apr 2, Apr 9, Apr 16, and Apr 23, 2025

Time: 2:30PM – 4:00PM

Location: Pillars of Prospect Park, Community Room

Practical Information You Can Apply

Transitioning from a regular paycheck to relying on savings is a big change.  Key challenges include the sustainability of income, health care quality and costs, and investing strategies to better afford and enjoy retirement. Retirement also means your financial decisions and your approach to capital preservation are more important than ever. This course blends essential lessons-learned from retirees plus hands-on planning and investment exercises. The goal is to help you to make the most of your retirement years.

Specifically, the course examines:

  • Emerging trends,  new demographics, and government policies
  • Model-based planning and retirement scenario analysis
  • Primary threats to retirement savings and income
  • Building-blocks for traditional and non-traditional income
  • Capital preservation strategies for risk-aware investment planning
  • Tax efficiency in retirement and investment accounts
  • Social Security and Medicare election strategies
  • Estate planning strategies to transfer wealth with purpose
  • Affording and enjoying full-spectrum goals

    • Presenter:

    Bradley Horn has over 30 years’ experience in strategic investment, due diligence, and risk management. Brad is the CEO and founder of Saffron Capital, LLC, a Minnesota owned and registered investment advisor. Brad has a Master of Science degree in Economics and Math Programming from the Colorado School of Mines. 

    All class participants receive by email a course workbook for long-term reference. There is no fee or payment for the course. However, you must be a member of the Osher Lifelong Learning Institute (OLLI) at the University of Minnesota. To join OLLI, please register below and somebody will contact you shortly. 

    Free Course Registration

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