Past Event

Retirement Planning Workshop For Support Staff 40+

September 2, 2022
10:00 AM - 12:00 PM
Event time is displayed in your time zone.

We would like to invite you to attend an upcoming 2022 Financial and Retirement Planning Workshop, via Zoom, conducted by an independent certified financial planner.

Workshops are designed to help Support Staff employees, ages 40+ make decisions about their retirement planning and personal finances.

The following topic areas will be covered:
•Health benefits during retirement and introduction to retirement planning
•Retirement income sources and investment choices
•Estates, distribution of assets, federal gifts and estate taxes
•Social security and other resources

Attendance at the workshop is voluntary and you should obtain your Manager's approval before you register. Approval will be granted based on the business needs.

This Retirement Planning Workshop is a two hour Zoom session from 10:00 a.m. to 12:00 p.m. The Zoom meeting information will be emailed to you closer to the meeting date.