Reminder: Financial & Pre-Retirement Planning Seminar Series

THERE IS STILL TIME TO REGISTER:

The next free seminar presented by the Pre-Retirement Planning Institute, Inc., a non-profit organization specializing in financial planning and pre-retirement counseling services will begin on Friday, February 9.

A free seminar series presented by the Pre-Retirement Planning Institute, Inc., a non-profit organization specializing in financial planning and pre-retirement counseling services will begin on February 9. Combining elements of both financial planning and pre-retirement planning, the series is offered in five, mini-session modules. Participants can choose to attend one or all sessions depending on interest.  At the end of each session module, participants may request to schedule private, consultation services with the certified financial professionals (paid by participants).  Employee spouses/partners are welcome and encouraged to attend.  Each module session requires a minimum of 10 participants.

To enroll, access the Connect Employee Self-Service Web site using the link below, click on the "EOD Training Catalog" link.  To see all of these sessions at once, "Select Course Type" as "Informational" and click "Display".

UCAR Benefits, TIAA Retirement Planning Resources
February 9, 2018
12:00-2:00 pm MST
FL2 – 1001 and Webcast
Overview - Learn about UCAR's retirement benefits including the TIAA retirement program and how to maximize their value. 

Financial Planning & Investments
February 16, 2018
12:00-2:00 pm MST (no Webcast due to state licensing issues)
FL2-1001
Overview - Discover the benefits of Financial Planning and different types of Investment options

Social Security & Income Protection Planning
February 23, 2018
12:00-2:00 pm MST and Webcast
FL2-1001
Overview - Review needs of Long-term Care and Social Security Benefits

Medicare Basics
March 2, 2018
12:00-2:00 pm MST and Webcast
FL2-Room 1022 (Large Auditorium)
Overview - Gain a better understanding of Medicare, what is and isn't covered, how to register, and review various plan options.

Estate Planning and Housing/Transitions
March 9, 2018
12:00-2:00 pm MST and Webcast
FL2-1001
Overview - Learn key elements of Estate Planning and what to expect in the work-to-retirement transition

Connect Employee Self-Service Website - EOD Catalog

https://www.fin.ucar.edu/hrisConnect/employee

Announcement Timing: 
February 6, 2018 to March 10, 2018