Pre-Retirement Planning Seminar Series

Bring your lunch and join us for this free lunch/learn seminar series is 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. There is no obligation, and all private consultation service costs must be covered by participants. Topics: Module 1: Learn about UCAR's retirement benefits including the TIAA-CREF retirement program and how to maximize their value.  Module 2: Discover the benefits of Financial Planning and different types of Investment options. Module 3: Review needs of Long-term Care and Social Security Benefits. Module 4: Gain a better understanding of Medicare, what is/isn't covered. Module 5: Learn key elements of Estate Planning and what to expect in the work-to-retirement Transition.

Eligible employees include active, regular and term employees (employees with a term appointment of longer than two years or who have already completed two years of employment with UCAR are eligible to participate) and spouses/partners of eligible employees.  While sessions are open to all eligible staff, session topics are geared toward the needs of those aged 50+.

Register at: EOD Training Catalog via Connect (UCAS log in>Training Catalog>Search by class title>Details>Enroll)

  • February 28, 2014 - Module 1: UCAR Benefits & TIAA-CREF 
  • March 7, 2014 - Module 2: Financial Planning & Investments
  • March 14, 2014 - Module 3: Long-term Care and Social Security
  • March 21, 2014 - Module 4: Medicare Basics
  • March 28, 2014 - Module 5: Estate Planning & Transitions

Live webcast viewing for each session (except TIAA-Cref) available at: No recorded option available.


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Will this event be webcast to the public by NCAR|UCAR?: 
Calendar Timing: 
Friday, February 28, 2014 - 12:00pm
Friday, March 7, 2014 - 12:00pm
Friday, March 14, 2014 - 12:00pm
Friday, March 21, 2014 - 12:00pm
Friday, March 28, 2014 - 12:00pm