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CURRENT RETIREMENT & BENEFITS ISSUES
Mini-Workshops on April 14, 15, 16, 17 and 18, 2008
You are invited to join the UNMC Benefits staff and other presenters for the following free mini-workshops regarding current retirement and benefits issues during the week of April 14, 2008. You may attend any or all of the workshops offered. The workshop topics are as follows:
• Who Wants to be a Retiree? (Thinking of Retiring?) - Jo Watkins and Dana Teeters from the UNMC Benefits Office will discuss the requirements for retirement from UNMC, including the impact on your insurance. They will also address any other benefits questions you may have.
• Everything You Always Wanted to Know about Social Security & Medicare – and Aren’t Afraid to Ask! What can you expect from Social Security? What’s the best decision for you – drawing at age 62, 65, or later? Can you still work and draw Social Security? What about social security disability? Join Jackie Baer from the Social Security Administration and learn the answers.
• Your Medicare and Supplements in Plain English - Medicare Parts A, B & D (new prescription plan). What are these coverages? When do you enroll? Basically, how do Medicare supplements work? If you’re planning for your own retirement, or have parents on Medicare, join Aimee McKim from the Senior Health Insurance and Information Program (a division of the Nebraska Department of Insurance) to learn more. This information will help you make a decision regarding keeping your UNMC insurance as a retiree, as well as understand the options with Medicare.
• Getting Ready For Retirement – Developing a sound financial strategy for retirement can make a big difference. Now is the time to get answers to some important questions and begin planning. How much income will you need? Where will it come from? Is there a shortfall? Do you need to save more? How will you pay yourself in retirement to meet your needs? What income options best fit your situation? Come join Dale Mitchell and find out how TIAA-CREF can help you get organized, identify your goals, and develop a strategy to help achieve your goals today. Topics will include:
Evaluating your retirement income needs
The importance of examining your asset allocation
Income options available from TIAA-CREF
Taxes: How they may affect your retirement
Lifetime income, systematic withdrawal and other income options
Helpful Web tools and individual retirement counseling options
• So I’m Retired – Now What? - You’ve spent hours poring over the financial issues and now you’re completely prepared – right? You may be surprised. Retirement is another of life's transitions which require adjustments. In this workshop, Marlene Schneider will focus on the process of retirement from a non-financial perspective. This course will concentrate on the tasks that are suggested for a successful retirement. Program objectives include: (1) Understanding the phases of retirement; (2) Discovering the keys to a successful retirement; (3) Exploring the challenges of retirement.
Wills, Living Wills, Trusts - Who will make the decisions regarding distribution of your assets upon your death? What if you are too ill to make crucial decisions about your medical care? What are death taxes? Amy Longo with Ellick, Jones, Buelt, Blazek, and Longo will explore these issues and more with us.
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Fundamentals of Retirement Income Planning – Join Chad Anderson of Fidelity Investment as he reviews the importance of creating and implementing a written income plan. He will identify and address the 5 major risks that might affect your retirement, and discuss income options available at retirement.
A Woman’s Money, A Woman’s Future - Each phase of a woman’s life brings unique financial challenges. With smart planning, you can make the most of your money, whether you’re just starting out, single, married with a family, starting over, or in your golden years. Come hear Jana Steigelman-Simon speak about tips, tactics, and solutions that you can use now - wherever you are in life - to help increase your odds for a more secure financial future. We’ll discuss:
Investment ABC’s
Strategic portfolio building
Selecting the best products to help meet your financial goals
Planning for your retirement
The benefits of early planning and tax –deferred savings
Registration for Mini-Workshops
Please use the attached sheets to register for these mini-workshops. Send the registration form to HR Benefits, Zip 5470 or fax to 559-3866 no later than April 7th. Please call 559-4340 or 559-5911 if you have questions.
BENEFITS MINI-WORKSHOPS
MONDAY APRIL 14, 2008
REGISTRATION FORM (Due by April 7th)
Name: ______ _________________ Personnel Number:
Campus Zip: _________________________ Phone or Pager Number: __________________
|ATTENDING (YES/NO) |TIME |LOCATION |WORKSHOP |
| |1:00 – 2:00 |Wittson Hall |Fidelity Income Options |
| | |Room 3034 |Chad Anderson |
| | | |Fidelity Investments |
| | | | |
| | | | |
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BENEFITS MINI-WORKSHOPS
TUESDAY APRIL 15, 2008
REGISTRATION FORM (due April 7th)
Name: ______ _________________ Personnel Number:
Campus Zip: _________________________ Phone or Pager Number: __________________
|ATTENDING (YES/NO) |TIME |LOCATION |WORKSHOP |
| |12:00 – 1:00 |College of Nursing |Social Security & You Jackie Baer |
| |(Please bring your lunch) |Cooper Auditorium |Social Security Admin. |
| | |Room 1010 | |
| | | | |
| |1:30 – 2:30 |College of Nursing |Your Medicare and Supplements in Plain |
| | |Cooper Auditorium |English |
| | |Room 1010 |Aimee McKim |
| | | |Senior Health Insurance and Information |
| | | |Program |
| | | | |
| |2:30 – 3:30 |College of Nursing |Who Wants to be a Retiree? |
| | |Cooper Auditorium |Jo Watkins |
| | |Room 1010 |UNMC Benefits Office |
BENEFITS MINI-WORKSHOPS
WEDNESDAY, APRIL 16, 2008
REGISTRATION FORM (due April 7th)
Name: ______ _________________ Personnel Number:
Campus Zip: _________________________ Phone or Pager Number: __________________
|ATTENDING (YES/NO) |TIME |LOCATION |WORKSHOP |
| |9:00 – 10:00 |College of Nursing |So I’m Retired – Now What? |
| | |Cooper Auditorium |Marlene Schneider |
| | |Room 1010 |Employee Assistance Program |
| | | | |
| | | | |
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BENEFITS MINI-WORKSHOPS
THURSDAY APRIL 17, 2008
REGISTRATION FORM (due April 7th)
Name: ______ _________________ Personnel Number:
Campus Zip: _________________________ Phone or Pager Number: __________________
|ATTENDING (YES/NO) |TIME |LOCATION |WORKSHOP |
| | | | |
| |12:00 – 1:00 |College of Nursing |Wills, Livings Wills and Trusts |
| |(Please bring your lunch) |Cooper Auditorium |Amy Longo – Ellick, Jones, Buelt, Blazek & |
| | |Rooms 1011 and 1012 |Longo |
| | | | |
| | | | |
BENEFITS MINI-WORKSHOPS
FRIDAY APRIL 18, 2008
REGISTRATION FORM (due April 7th)
Name: ______ _________________ Personnel Number:
Campus Zip: _________________________ Phone or Pager Number: __________________
|ATTENDING (YES/NO) |TIME |LOCATION |WORKSHOP |
| | | | |
| |8:30 – 9:30 |Eppley Science Hall Room 3010 |Getting Ready for Retirement (TIAA/CREF |
| | | |Income Options) |
| | | |Dale Mitchell – TIAA/CREF |
| | | | |
| |12:00 – 1:00 |Eppley Science Hall Room 3010 |A Woman’s Money - A Woman’s Future |
| |(Please bring your lunch) | |Jana Steigelman-Simon |
| | | |TIAA/CREF |
| | | | |
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