Please join us for the learn with us webinar where we have a special guest, Tyler Ellegard, CFA®, Investment Analyst at Gradient Investments, LLC. On the 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
Tyler Ellegard, CFA®, serves as an Investment Analyst for Gradient Investments, LLC. His primary role with GI will be assisting the Portfolio Managers with analysis of portfolio performance and assisting with the proprietary investment analysis on individual security selection.
Prior to Gradient , Tyler worked for US Bancorp in Minneapolis, MN as a Wealth Management Advisor where his primary responsibility was building custom investment portfolios tailored to clients specific investment objectives and risk tolerences. Tyler is a graduate of the University of Minnesota with a Bachelor of Science degree in Applied Economics with an emphasis in Finance.
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.
Prior to Gradient , Tyler worked for US Bancorp in Minneapolis, MN as a Wealth Management Advisor where his primary responsibility was building custom investment portfolios tailored to clients specific investment objectives and risk tolerences. Tyler is a graduate of the University of Minnesota with a Bachelor of Science degree in Applied Economics with an emphasis in Finance.
