Agenda | Tuesday, January 23–Friday, January 26

All times listed are Eastern Time. This online workshop consists of 3 separate sessions:

Session 1: Preparing for Retirement & Financial Considerations
Session 2: Retirement Distribution Options & Health Care Considerations
Session 3: Investment Considerations in Retirement & Strategizing Social Security

Each session repeats to allow employees an opportunity to attend either a morning or afternoon session.

Tuesday, January 23

Session 1:  Preparing for Retirement & Financial Considerations

2:00 p.m.
Preparing for Retirement
Jane Wigen, NTCA Member Relations and Benefits Education Manager
Your psychological portfolio is equally important to your financial portfolio in retirement planning. Health, wellness, relationships, hobbies, where you will live and all that you pursue in retirement are necessary considerations in a healthy retirement plan.

3:00 p.m.
Question + Answer
Break

3:30 p.m.
Financial Considerations in Retirement
Jane Wigen, NTCA Member Relations and Benefits Education Manager
This session will assist you in calculating your retirement savings needs to better understand your income streams in retirement. We will also discuss considerations for your retirement budget, including tax and estate planning. Attendees will leave this session with steps to create an action plan that identifies what you need to accomplish before retirement.

4:30 p.m.
Question + Answer
Wrap-up

Wednesday, January 24

Session 1 (Repeat from Tuesday):  Preparing for Retirement & Financial Considerations

9:00 a.m.
Preparing for Retirement
Jane Wigen, NTCA Member Relations and Benefits Education Manager
Your psychological portfolio is equally important to your financial portfolio in retirement planning. Health, wellness, relationships, hobbies, where you will live and all that you pursue in retirement are necessary considerations in a healthy retirement plan.

10:00 a.m.
Question + Answer
Break

10:30 a.m.
Financial Considerations in Retirement
Jane Wigen, NTCA Member Relations and Benefits Education Manager
This session will assist you in calculating your retirement savings needs to better understand your income streams in retirement. We will also discuss considerations for your retirement budget including tax and estate planning. You will leave this session with an action plan of what you need to accomplish before retirement.

11:30 a.m.
Question + Answer
Break

Session 2:  Retirement Distribution Options & Health Care Considerations

2:00 p.m.
Distribution Options in Retirement
Marlene Sanders, NTCA Member Relations Manager
NTCA Retirement & Security Program and Savings Plan distribution options will be reviewed in conjunction with a detailed review of customized retirement illustrations prepared for each attendee. We will wrap up this session with a hands-on review of the process, timing and NTCA benefit election forms needed when a retirement decision is made.

3:00 p.m.
Question + Answer
Break

3:30 p.m.
Medicare/Healthcare in Retirement
Marlene Sanders, NTCA Member Relations Manager
The complex, and often confusing, choice for healthcare coverage and Medicare will be reviewed. Whether you work for an employer with lifetime NTCA Group Health Program coverage options, or you are looking for your healthcare coverage in the marketplace, participants will find this session helpful.

4:30 p.m.
Question + Answer
Break

Thursday, January 25

Session 2 (Repeat from Wednesday):  Retirement Distribution Options & Health Care Considerations

9:00 a.m.
Distribution Options in Retirement
Marlene Sanders, NTCA Member Relations Manager
NTCA Retirement & Security Program and Savings Plan distribution options will be reviewed in conjunction with a detailed review of customized retirement illustrations prepared for each attendee. We will wrap up this session with a hands-on review of the process, timing and NTCA benefit election forms needed when a retirement decision is made.

10:00 a.m.
Question + Answer
Break

10:30 a.m.
Medicare/Healthcare in Retirement
Marlene Sanders, NTCA Member Relations Manager
The complex, and often confusing, choice for healthcare coverage and Medicare will be reviewed. Whether you work for an employer with lifetime NTCA Group Health Program coverage options, or you are looking for your healthcare coverage in the marketplace, participants will find this session helpful.

11:30 a.m.
Question + Answer
Break

Session 3:  Investment Considerations in Retirement & Strategizing Social Security

2:00 p.m. Social Security Considerations
Fidelity Investments
Social Security, the election time frames and the many decisions about this important financial stream in retirement can be daunting. This session will help participants make informed decisions about Social Security retirement benefits.

3:00 p.m.
Question + Answer
Break

3:30 p.m.
Investing to and Through Retirement
Fidelity Investments
A Fidelity Investments retirement adviser will address the concepts of pre-retirement savings, the shift to retirement spending and various distribution strategies to maximize finances in retirement. The road to retirement begins with a solid plan. Find out where you currently stand, analyze your situation and identify the steps you may need to work on now so you are living well in retirement.

4:30 p.m.
Question + Answer
Break

Friday, January 26

Session 3 (Repeat from Thursday):  Investment Considerations in Retirement & Strategizing Social Security

9:00 a.m.
Social Security Considerations
Fidelity Investments
Social Security, the election time frames and the many decisions about this important financial stream in retirement can be daunting. This session will help participants make informed decisions about Social Security retirement benefits.

10:00 a.m.
Question + Answer
Break

10:30 a.m.
Investing to and Through Retirement
Fidelity Investments
A Fidelity Investments retirement adviser will address the concepts of pre-retirement savings, the shift to retirement spending and various distribution strategies to maximize finances in retirement. The road to retirement begins with a solid plan. Find out where you currently stand, analyze your situation and identify the steps you may need to work on now so you are living well in retirement.

11:30 a.m.
Question + Answer
Break