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Ashland Pre-retirement Seminar
Date and time
Location
Carol Joy Holling Camp - Swanson Center (Dillon Room)
27416 Ranch Rd Ashland, NE 68003Refund Policy
Description
If you're over age 50 and within 15 years of retirement, attending a pre-retirement seminar is a great way to get your retirement plan off to a strong start or keep the momentum going. Hosted by Portico, this seminar addresses some of the important questions you may have about retirement, including:
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How much money will I need when I retire?
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What are my health care options in retirement?
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As I approach retirement, how can I manage my investment risks?
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How can money I create a steady stream of income in retirement?
FAQs
What should I bring to the seminar? There’s no need to bring any retirement paperwork or account statements with you. We won’t be reviewing individual retirement plans. Just bring your questions and appetite to learn.
What meals will be provided? Lunch and refreshments will be served.
When do I need to register by? April 17, 2018
Questions? Contact the Portico Customer Care Center at 800.352.2876 or myPortico@PorticoBenefits.org
Seminar Agenda
Registration 8:30am
Journey to Retirement 9:00am
Accumulation
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Personal Financial Statements
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Investment Planning for Retirement and Beyond
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ELCA Retirement Plan
Lunch
Bishop's Time
Transition
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Retirement Plan Considerations
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Retirement Lifestyle Considerations
Distribution
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Sources of Retirement Income
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A Retirement Income Source – ELCA Retirement Plan Account
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The Facts about Social Security
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The Facts about Individual Retirement Accounts (IRAs)
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Health Care, Life Insurance, and Long-Term Care Insurance
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Estate Planning
Personal Action Plan
Adjourn 6:00pm
Portico strives to use your time wisely. Depending on the number of participants and questions, the seminar may end earlier than 6pm.
Organized by
As an ELCA ministry, Portico offers health, flexible spending, retirement, disability, and survivor plans to help rostered leaders and lay employees strengthen their well-being. By living well as whole people of God, we believe we can better enhance the lives of others.