Fall 2018
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: Laura Maxwell, TIAA
Thursday, October 11, 2018 - 3:00 p.m. - 4:00 p.m.
Alumni Center-Surkamp
Part Two:
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
Tuesday, October 16, 2018 - 3:00 p.m. - 4:00 p.m.
Alumni Center-Surkamp
Part Three:
Tips for Navigating Social Security and 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: Mike Napier, HORAN
Thursday, October 25, 2018 - 3:00 p.m. - 4:00 p.m.
Alumni Center-Surkamp