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LOCATIONS:    MAY 14-15 | MYRTLE BEACH, SC      JUNE 11-12 | FARGO, ND      NOV 5-6 | PHOENIX, AZ     

 

Agenda
 

DAY 1

8:00 a.m.–8:30 a.m. 
Registration and Continental Breakfast

8:30 a.m.–10:00 a.m.
Preparing to Live Well in Retirement
NTCA

Transitioning to retirement is a life-changing decision, and finances are only one part of a comprehensive life plan. Take the challenge to consider the intangible aspects of retirement to help you strategize more broadly about the fullness of your retirement future.

10:00 a.m.–10:15 a.m.
BREAK

10:15 a.m.–Noon
Planning for Your Financial Well-Being
NTCA

To prepare for the change you make from saving for your retirement, to spending in our retirement, this session will help the attendee better understand financial terminology, considerations, and barriers that can impact individuals’ financial well-being. 

Noon–1:30 p.m.
LUNCH ON YOUR OWN

1:30 p.m.–2:45 p.m.
Retirement Program Options and Plan Distribution Considerations
NTCA

Retirement planning should include a review of distribution options from all of your retirement programs, so you are equipped with the right information to make decisions about your retirement income. Learn to identify significant considerations in your decision-making to help ensure you maintain your desired standard of living in retirement.

2:45 p.m.–3:00 p.m.
BREAK

3:30 p.m.–3:45 p.m. 
Health and Life Insurance Considerations in Your Retirement Planning
NTCA

Health care will likely be one of the largest expenses in your retirement, and you need to consider the impact of this expense in your planning. Are you prepared for the “what,” “when” and “how” of Medicare and GHP health coverage when you retire?  Take part in the discussion on how life insurance fits into your plan and some strategies you should consider in making decisions about your NTCA benefits.

3:45 p.m.–4:00 p.m. 
Wrap Up Q&A

DAY 2

8:00 a.m.–8:30 a.m. 
Continental Breakfast

8:30 a.m.–10:00 a.m.     
Social Security Strategies to Maximize Your Benefits
Speaker TBA, Fidelity Investments

Social security is an important component of retirement income. Learn how Social Security benefits play a key part in your retirement planning strategy.

10:00 a.m.–10:15 a.m.
BREAK

10:15 a.m.–Noon
Create Your Retirement Income Plan
Speaker TBA, Fidelity Investments

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.

Noon–1:30 p.m. 
LUNCH ON YOUR OWN

1:30 p.m.–3:00 p.m. 
Managing Estate Planning and Tax Strategies in Your Retirement Planning
Speaker TBA

Estate planning and taxation is a vital part of a financial plan and is especially important to individuals with significant assets. Planning can give you greater control, privacy and security of your legacy. Avoid confusion among your beneficiaries, and learn the concepts and legalities of trusts, wills and other important estate planning components.

3:00 p.m.–4:00 p.m.
Wrap Up and Q&A