Fall 2017

 

Faculty, staff and spouses/family representatives are invited to attend any or all sessions. There is no charge; however, online registration is required.

 

 
Part One:

Retirement Income Choices

Learn basic rules that govern the most common retirement accounts; determine when to tap into different assets and simplify retirement income.

Presenter: Todd Gottdiner, TIAA-CREF

Monday, September 25, 2017 - 3:00 p.m. - 4:00 p.m.

Alumni Center-Surkamp

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Part Two:

Tips for Navigating Social Security & Medicare

How-and-when to contact Social Security (including ‘What-if’ scenario analyses based on retirement age and earnings)and intro (or refresher) to Medicare A/B enrollment.

Presenter: Sue Denny, Social Security Administration

Tuesday, September 26, 2017 - 3:00 p.m. -4:00 p.m.

Alumni Building-Surkamp

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Part Three:

Plan Options for Medicare- and Non-Medicare- Eligible Retirees

Assess merit of continuing to elect employer group plan or Medicare only; lend clarity to Medicare Supplements and Medicare Advantage plans and review of Medicare Parts A, B, C and D.

Presenter: Chris Mihin, CBC, HORAN

Wednesday, October 4, 2017 - 3:00 p.m. - 4:00 p.m.

Alumni Building-Surkamp

Click here to Enroll