Scottsdale, AZ | June 4–5, 2024

Proper planning is the foundation of being “ready” to retire. The NTCA Retirement Readiness Seminar provides an educational opportunity so you can learn the steps important in planning for the fullness of living well in retirement. 

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Registration is still open for this event; however, only onsite retirement distribution calculations will be available. This event will be capped at 160 people.

Agenda | June 4–5

All times listed are Mountain Time.

Tuesday, June 4

8:00 a.m.   
Registration + Continental Breakfast

8:30 a.m.   
Preparing for Retirement
NTCA Member Relations Manager
Both psychological and financial portfolios are part of retirement planning. We will explore how health, wellness, relationships, hobbies, where you will live and all that you pursue in retirement are necessary considerations in a healthy retirement plan. This session will also assist you in calculating your retirement savings needs and review tools to better understand your income streams in retirement. Attendees will leave this session with steps to create an action plan that identifies what you need to accomplish before retirement.

10:30 a.m.    
Question + Answer
Break

11:00 a.m.     
R&S Program Distribution Options
Jane Wigen, NTCA Director of Member Relations
NTCA R&S Program and Savings Plan distribution options will be discussed 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.

Noon
Lunch on Your Own

1:30 p.m    
Estate Planning
Planning today will assist in avoiding distress and difficulty for your family and loved ones later. This session will help you understand the important elements of estate planning, wills, trusts, probate and asset protection. You will learn how to create a legacy plan and avoid common pitfalls that can occur without proper planning.

2:30 p.m.
Break

3:00 p.m.
Question + Answer  

3:30 p.m.    
Wrap-up 

NTCA instructors and staff will be available to visit with attendees after these sessions.

Wednesday, June 5

8:00 a.m.     
Registration + Continental Breakfast

8:30 a.m. 
Healthcare Consideration Options in Retirement
NTCA Member Relations Manager
The complex, and often confusing, choices 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.

9:30 a.m.     
Question + Answer
Break

10:00 a.m. 
Social Security Considerations
Fidelity Investments
Social Security, the election time frames, and the many decisions about this important finance stream in retirement can be daunting. This session will help participants make informed decisions about Social Security retirement benefits.

11:00 a.m. 
Question + Answer
Break

11:30 a.m.
Switching from Saving to Spending in 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 what steps you may need to work on now so you are living well in retirement.

12:30 p.m.    
Question + Answer

1:00 p.m.    
Wrap-up
NTCA instructors and staff will be available to visit with attendees after these sessions.

NTCA COVID-19 Safety Protocols

NTCA—The Rural Broadband Association is committed to safeguarding the health and safety of its attendees, members, speakers and staff while continuing to host productive and effective meetings. As we continue to navigate the COVID-19 pandemic, we will take extra precautions to protect participants in the NTCA 2022 Retirement Readiness Seminars.

We are closely monitoring the COVID-19 pandemic and in frequent communication with the hotel and adhering to all restrictions set forth by the Centers for Disease Control and Prevention (CDC), state, local authorities and hotel. NTCA COVID-19 Safety Protocols will be emailed to registered attendees in advance of the meeting and prominently displayed at the meeting. Our NTCA Health and Safety Protocols for In-Person Events is a living document that will continue to evolve, incorporating updates that will further enhance the onsite experience and safety for everyone in attendance.

Learn More About NTCA Health and Safety Protocols for In-Person Events