The Pre-Retirement Planning Seminars cover a variety of life and financial issues as they relate to your retirement preparation.
Topics include:
- Benefits from the Plan, including the retirement calculation, taxes, death benefits, continuances after you die, and other considerations that affect your retirement
- Health and dental benefits, including Medicare
- Vacation and overtime accruals
- Deferred Compensation contributions
- Social Security benefits
- Making a successful transition from work to retirement
Who Should Attend
Any Department employee who is currently eligible to retire or within 3 years of retirement eligibility.
How to Enroll
Enrollment will be available on a quarterly basis. Please contact your Division Training Coordinator for current available seminars.
Pre-Retirement Planning Seminars
- Session 1 – Payroll and Health Plans (including Medicare)
- Session 2 – EAP and Credit Union
- Session 3 – Retirement Plan Office and Deferred Compensation
- Session 4 – Social Security
View Agenda for Pre-Retirement Planning Seminar
PowerPoint Presentation
View Presentation
Tentative 2022 Schedule:
2 days – 4 sessions:
Tuesday – Session 1 of 4 (9:00am - 11:00am) & Session 2 of 4 (1:00pm - 2:00pm)
Thursday – Session 3 of 4 (9:00am - 11:30am) & Session 4 of 4 (1:30pm - 3:00pm)
|
Session 1 & 2 |
Session 3 & 4 |
January |
Tuesday, January 18, 2022 |
Thursday, January 20, 2022 |
February |
Tuesday, February 15, 2022 |
Thursday, February 17, 2022 |
March |
Tuesday, March 15, 2022 |
Thursday, March 17, 2022 |
April |
Tuesday, April 19, 2022 |
Thursday, April 21, 2022 |
May |
Tuesday, May 17, 2022 |
Thursday, May 19, 2022 |
June |
Tuesday, June 21, 2022 |
Thursday, June 23, 2022 |
July |
Tuesday, July 19, 2022 |
Thursday, July 21, 2022 |
August |
Tuesday, August 16, 2022 |
Thursday, August 18, 2022 |
September |
Tuesday, September 20, 2022 |
Thursday, September 22, 2022 |
October |
Tuesday, October 18, 2022 |
Thursday, October 20, 2022 |
November |
Tuesday, November 15, 2022 |
Thursday, November 17, 2022 |
December |
Wednesday, December 13, 2022 |
Thursday, December 15, 2022 |
The Early/Mid-Career Planning Seminars provide a condensed approach to the fundamental concepts of preparing for retirement by creating and implementing a plan at an earlier stage in your career. The tools and principles presented will enable you to start planning your retirement strategy based on your needs and priorities.
This is a program to get you thinking about your future and what steps you can take now. The knowledgeable presenters will give you the resources and tools to take charge of your retirement. Upon successful completion of this class, you will have your own personalized action plan to evaluate your current finances.
Topics include:
- Understanding the benefits of the retirement plan
- Creating a realistic budget that includes retirement savings
- Approaching the estate planning process without feeling intimidated
- Knowing where to go if you need a helping financially, physically, or even emotionally
Who Should Attend
Any Department employee, who is a member of the Plan, will benefit from the concepts presented in this class. All too often, employees don’t fully consider all the choices and opportunities that exist for retirement planning until there is little time left before retirement. This class will bring up issues and considerations and give you information and tools to start planning for your retirement today.
How to Enroll
Please contact your Division Training Coordinator to enroll in a class. Make sure you sign up for the class particular to your retirement tier.
Tier 2 Early Mid-Career Seminars
Tentative 2022 Schedule:
1 day – 2 sessions:
Thursday – Session 1 of 2 (9:00am – 11:30am) & Session 2 of 2 – (1:00pm – 3:30pm)
|
Session 1 |
Session 2 |
Thursday, January 6, 2022 |
9:00am -11:30am |
1:00pm -3:30pm |
Thursday, April 7, 2022 |
9:00am -11:30am |
1:00pm -3:30pm |
Thursday, June 9, 2022 |
9:00am -11:30am |
1:00pm -3:30pm |
Thursday, August 4, 2022 |
9:00am -11:30am |
1:00pm -3:30pm |
Thursday, October 6, 2022 |
9:00am -11:30am |
1:00pm -3:30pm |
Thursday, December 1, 2022 |
9:00am -11:30am |
1:00pm -3:30pm |
View the Retirement Planning Seminar Presentation
View Agenda for Early/Mid-Career Retirement Planning Seminar for Tier 2 Employees