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Preparing for Retirement, Fond du Lac

Wednesday, March 14, 2012 from 5:00 PM to 7:00 PM (CT)

Fond Du Lac, WI

Preparing for Retirement, Fond du Lac

Ticket Information

Type Remaining End     Quantity
member and non-member 53 tickets Ended Free  

Event Details

 Closing in on retirement? Are you prepared?

WEA Trust Member Benefits is hosting a free education presentation designed for those within 10 years of retirement.  This free seminar can help you understand the different retirement planning solutions available and the implications of the decisions you will make as you approach retirement.

We will discuss:

  • The sources of retirement income available to public school employees including Wisconsin Retirement System, Social Security, and personal savings.
  • The various annuity options available from the Wisconsin Retirement System (WRS) and Social Security issues.
  • The retirement timeline (including eligibility dates and requirements for pension withdrawals, health insurance, etc.).
  • Personal savings withdrawal issues and tax implications.
  • Investment concepts and financial strategies.
  • Common roadblocks to successful retirement planning.
  • A pre-retirement checklist of important things to consider.
  • Tools and solutions to help you achieve your retirement goals.

 

When & Where


Winnebagoland UniServ
325 Trowbridge Drive
Fond Du Lac, WI 54937

Wednesday, March 14, 2012 from 5:00 PM to 7:00 PM (CT)


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