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 winter semester at the College of Continuing & Professional Studies. The four-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.
Dates / Time
Wednesdays, January 10, 17, 24 & 31
Time: 2:30PM -4:00PM
Course delivery is online via Zoom
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