The Osher Lifelong Learning Institute (OLLI) at the University of Minnesota is sponsoring the Retirement Planning MasterClass. The class is offered in the summer 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
Tuesdays, June 7, 14, 21 & 28
Time: 2:30PM -4:00PM
U of M, St. Paul Campus, Magrath Library, Room 8
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