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PRE-RETIREMENT PLANNING SEMINAR SERIES
Free seminar series presented by the Pre-Retirement Planning Institute, Inc., a non-profit organization specializing in financial planning and pre-retirement counseling services. Offered in five, mini-session modules, participants can choose to attend one or all sessions depending on interest. At each session module, participants may request to schedule private, consultation services with the certified financial professionals. Employee spouses/partners are welcome and encouraged to attend.
Enroll in all or just the segment(s) that best fits your needs. Spouses/ partners are welcome and encouraged to participate.Bring your lunch and join us for these informative sessions.Schedule a private consultation with financial advisors at any session (at participant cost).
Module 1: UCAR Benefits, Health/Life Insurance, Long-Term Disability, Retirement Options, TIAA-CREF Retirement Planning Resources* February 28, 2014 12:00-2:00 pm MST FL2-1001 Overview - Learn about UCAR's retirement benefits including the TIAA-CREF retirement program and how to maximize their value. (*TIAA-CREF portion won’t be webcast. Pre-recorded information at: https://www.tiaa-cref.org/public/advice-planning/webinars-seminars)
Module 2: Financial Planning & Investments March 7, 2014 12:00-2:00 pm MST FL2-1001 Overview - Discover the benefits of Financial Planning and different types of Investment options
Module 3: Long-Term Care & Social Security March 14, 2014 12:00-2:00 pm MST FL2-1001 Overview - Review needs of Long-term Care and Social Security Benefits
Module 4: Medicare Basics March 21, 2014 12:00-2:00 pm MST FL2-1001 Overview - Gain a better understanding of Medicare, what is/isn't covered, how to register Module 5: Transitions & Long-Term Care March 28, 2014 12:00-2:00 pm MST FL2-1001 Overview - Learn key elements of Estate Planning and what to expect in the work-to-retirement Transition
Register at EOD Training Catalog via Connect: https://www.fin.ucar.edu/hrisConnect/employee(UCAS login>EOD Training Catalog>Search by course>Details>Enroll) Each module session requires a minimum of 10 participants. Live webcast viewing for each session* available at: http://www.fin.ucar.edu/it/mms/fl2-live.htm