Please join us for the learn with us webinar where we have a special guest, Jeremy Bryant, CFA®, Senior Portfolio Manager at Gradient Investments, LLC. On this LIVE webinar, we will discuss a topic that’s on everyone’s mind nowadays, inflation!
Whether you’re still working or have already retired, inflation can have a big impact on your retirement plan. In this informational webinar we will talk about:
• How much inflation are we really experiencing?
• The impact of inflation on lower-risk investments such as savings accounts, CDs,
bonds, and annuities
• How inflation is impacting stock market volatility
• The long-term outlook for inflation
• Options to create retirement income in our current environment
• What can you do and what shouldn’t you do?
• The do’s and don’ts on how to handle inflation
Jeremy Bryan, Chartered Financial Analyst®, serves as portfolio manager for Gradient Investments, and brings over 15 years of investment experience to the team. Prior to joining Gradient Investments, Bryan spent several years working with investment advisors and their clients to design and manage investment portfolios. His in-depth knowledge of the private client market, along with his expertise in asset allocation, investment analysis and risk assessment gives him a unique perspective into the investment markets.
Bryan worked as an equity analyst at Deephaven Capital Management in Minneapolis and Surveyor Capital in New York City. Most recently, he was an equity portfolio manager at Alerus Financial in Minneapolis, where he oversaw more than $2 billion of assets under management.
Bryan was born and raised in Minnesota. He earned his bachelor's degree in finance from St. Cloud State University in St. Cloud, Minnesota and his master's degree from the University of St. Thomas in Minneapolis. Bryan earned his CFA designation in 2010 and is a member of CFA Institute. He also remains actively involved with the CFA Society of Minnesota.
While achieving her master’s degree, she signed up for all the available finance classes and excelled in each one. Not only academically but because this is something she was deeply excited about and wanted to learn more. She has her Life & Health Insurance License and is currently working on her Series 65 Security License.
Family is everything! If Julie is not working, she is spending time with her husband and three beautiful kids (and fur baby). While cooking dinner and simply spending quality time together, there will always be music on in the background or they are usually singing and dancing. She also enjoys running races as she uses that time to brainstorm new ideas. Julie usually has a marathon she is training for or one on the horizon she is looking forward to signing up for.
Sullivan is the Author of, Retire Abundantly, The Principles to Help Create a More Worry Free Retirement with Less Stress, Strategic Wealth: A Tactical & Practical Guide to Winning in Retirement, Federal Employee Retirement Made Simple: 11 Key Areas to Retire with Financial Peace as a Federal Employee and a former Radio Show Host on WDTK “The Patriot” FM 101.5/ 1400 AM n Detroit, Michigan. Tim is also the host of the TV show Retire Abundantly which airs on channel 62 CBS in Detroit.
As the founder and CEO of Strategic Wealth advisors Group, Inc. Tim and his team help Federal Employees, Executives, and Professionals successfully navigate the retirement maze of options and regulations so that they can enjoy a larger lifestyle and still pass on legacy to their family, Tim enjoys time with his wife Julie and three children Devin, Kaitlynn and Daylana. He also enjoys staying fit at the gym, playing golf and softball.
Bryan worked as an equity analyst at Deephaven Capital Management in Minneapolis and Surveyor Capital in New York City. Most recently, he was an equity portfolio manager at Alerus Financial in Minneapolis, where he oversaw more than $2 billion of assets under management.
Bryan was born and raised in Minnesota. He earned his bachelor's degree in finance from St. Cloud State University in St. Cloud, Minnesota and his master's degree from the University of St. Thomas in Minneapolis. Bryan earned his CFA designation in 2010 and is a member of CFA Institute. He also remains actively involved with the CFA Society of Minnesota.
