2023 Employee Retirement Fair
Are you planning for your golden years and wondering where to start? Look no further than the 2023 Employee Retirement Fair! This informative event is your one-stop destination for all things retirement-related. Whether you're just starting your career or nearing retirement age, we have you covered.
- Date: Tuesday, November 14
- Time: 9:00 - 3:00 pm, sessions start on the hour
- Location: Student Union
- Registration: Please register on Training Tracker: 850 series
What to Expect:
Explore a diverse range of retirement planning through 11 presentations provided by those specializing in retirement plans, Medicare, Social Security, and more. Gather essential information to make informed decisions about your retirement.
Educational Classes: We have tailored our classes to meet your specific needs at every stage of your career. Classes will be categorized into three tracks:
- Early Career: Designed for those just starting their professional journey, these sessions will focus on setting a strong financial foundation for retirement.
- Middle Career: For those in the middle of their careers, these classes will delve into strategies for optimizing your retirement savings and investments.
- Late Career: If you're nearing retirement age, these sessions will provide guidance on transitioning to retirement, maximizing Social Security benefits, and more.
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Early Career / All Career Level Classes
Getting A Head Start: An Overview of Your TIAA Plan
- Understanding the retirement plans offered by your employer, the advantages of a retirement program, how to create a retirement strategy, and how to update your account with TIAA.
- Training Tracker #850-08
- 10:00 - 10:50 am
- Can't make this session? View similar presentations here: TIAA Webinar Lounge
Pre-Paid Legal and Planning Services
- Life is filled with moments where you might need legal help. From exciting moments like buying a home, to less exciting, but important ones like establishing your family’s estate plan. The MetLife Legal Plan makes legal help for life’s big moments affordable, accessible, and easy. Come learn more about this valuable benefit and how it might assist as you navigate the future with life’s planned and unplanned events.
- Training Tracker #850-10
- 12:00 - 12:50 pm
- Can't make this session? View these additional resources: MetLaw through WSU, MetLaw Overview
Pre-Tax vs Roth
- In this presentation, we will discuss the pros and cons of each contribution type. We will also discuss ways to maximize these contribution types for your individual retirement plan and some best practices for deploying Traditional and Roth accounts in retirement.
- Training Tracker #850-06
- 2:00 - 2:50 pm
**JUST ADDED** Understanding HSA's
- You may know about the tax advantages of contributing to a Health Savings Account (HSA), but did you know that HSA's are also a way to save for healthcare exprense in retirement? We'll Explain
- What is an HSA and its advantages
- HSA contribution eligibility and limits
- The importance of HSA recordkeeping
- How you can use your HSA to save and cover healthcare expenses tax free any time, including retirement
- https://event.on24.com/wcc/r/4385623/843E6E23AFA3454B62D4FDD2591EE515
- 2:00 - 3:00 pm
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Mid Career Classes
WSU Retirement and Early Retirement Programs
- What do you know about the Early Retirement program? Attend this presentation to learn about this great benefit provided by Weber State University. You will walk away knowing who can apply, how to apply, and who to contact for further details.
- Training Tracker #850-07
- 9:00 - 9:50 am
- Can't make this session? Contact Bethany Rasmussen (bethanyrasmussen@weber.edu, 801-626-7230) if you have additional questions about early retirement or retirement perks through Weber State.
Make the Move Toward Long-Term Financial Security
- Knowing the keys to successful money management, how to juggle competing financial demands and retirement saving strategies for lifelong financial security.
- Training Tracker #850-11
- 11:00 - 11:50 am
- Can't make this session? View similar presentations here: TIAA Webinar Lounge
Constructing a Retirement Plan
- In this presentation, we will explore the best practices of starting the retirement planning process and walk through a detailed retirement plan in HUB’s retirement planning software. We will also discuss ways to optimize retirement distributions through retirement and touch on estate and tax planning.
- Training Tracker #850-05
- 1:00 - 1:50 pm
- Can't make this session? View similar presentations here: TIAA Webinar Lounge
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Late Career Classes
Transitioning Into a Healthy Retirement
- The journey from working to retiring is one of life’s biggest transitions, even for those who think they have planned for every aspect. But, people prepare for and experience retirement in different ways. There is no “right” way that works for everyone headed into their golden years. This presentation discusses dreams, fears, concerns, and emotional issues associated with major life changes and other aspects of retirement.
- Training Tracker #850-01
- 9:00 - 9:50 am
Social Security 101
- Understanding your Social Security Benefits- This session will cover many of the most common retirement questions including eligibility for retirement, how age affects retirement benefits, and how work affects retirement benefits.
- Training Tracker #850-02
- 10:00 - 10:50 am
- Can't make this session? View a similar presentation here: Social Security Basics
Tier 1 Near Retirement
- This presentation will focus on what URS members should be aware of when nearing retirement, including how the pension and savings plans work, the specific steps members should take within five years of retirement, and post-retirement considerations.
- Training Tracker #850-03
- 11:00 - 11:50 am
- Can't make this session? View a similar presentation here: Understanding Your Pension
Medicare Basics
- Join PEHP as we discuss Medicare basics, including eligibility, enrollment periods, penalties, and the pros and cons of enrolling in or delaying your Medicare coverage if you plan to work past age 65. We’ll also talk about PEHP’s Medicare Supplement medical, dental, vision, and Part D plans and how they work with your Original Medicare. Receive helpful tips to consider when preparing for Medicare enrollment, in addition to Medicare and PEHP resources for more information.
- Training Tracker #850-04
- 12:00 - 12:50 pm
- Can't make this session? View a similar presentation here: PEHP Medicare Basics
- Additional resources: Medicare.gov, Medicare Options
Write Your Next Chapter- 5 Steps to Setting Your Retirement Date
- Deciding when the time is right to retire, including estimating retirement expenses, closing any income gap, and understanding key milestones that can impact retirement finances.
- Training Tracker #850-09
- 1:00 - 1:50 pm
- Can't make this session? View similar presentations here: TIAA Webinar Lounge
