Retirement Planning Nuts and Bolts
Course Description
This course is a 3 part series that covers all of the major benefits, issues and concerns City employees have about retirement. The first session highlights City processes and benefits, and applying for your annuity through Employee Trust Funds. The second session goes through financial planning for retirement, deferred compensation, and health reimbursement accounts. The final session is about the psychological process of retirement, and provides recommendations that will help employees transition into retirement in a smooth way.
This course is a 3-part series. By registering for this series, you are committing to all dates below:
June 7th, 14th, and 21st on Wednesday Mornings | 9:00 AM - 11:00 AM
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June 7, 2023
- 9:00 - 10:00 - Wisconsin Retirement (Employee Trust Funds)
- 10:15 - 11:00 - Your Benefits at Retirement (Human Resources)
- June 14, 203
- 9:00 - 9:45 - Sick Leave at Retirement (Precision Retirement Group, Inc)
- 9:45 - 10:30 - Lincoln Financial Advisors
- 10:30 - 11:15 - Mission Square
- June 21, 2023
- 9:00 - 11:00 - Employee Assistance Program with a Panel of Retirees
Required Pre-Work
Prior to the session, please take at least 30 min. to explore the Retirement Resources webpage.