LOCATION: Aug 6 | VIRTUAL NOV 3-4 | NASHVILLE, TN
August 6 | Virtual
Proper planning is the foundation of being “ready” to retire whether your retirement is within the next few years, or even five, 10 or more years from now. We are offering a virtual version of the NTCA Retirement Readiness Seminar to provide an additional educational opportunity during this critical period when there may be increased concern about future financial security and well-being.
This virtual session will include three hours of comprehensive instruction, focused on the most important elements of a personal retirement plan and steps to help ensure the fullness of living well in retirement. You will receive valuable information and resources customized specifically for you, and the session will be particularly helpful if you are within five years of retirement. Attendees will also be able to submit questions during the session and hear responses from our instructors.
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Registration is closed as this seminar has reached capacity.
There is no registration fee for this seminar, and all course materials and customized information is provided complimentary to registrants. Since materials are personalized for each attendee, virtual seating is limited (no more than 100 individuals) and will be filled on a first come, first serve basis. |
AGENDA
- 11:00 a.m. ET | Preparing to Live Well In Retirement
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Jane Wigen, NTCA Member Relations and Benefits Education Manager
Beginning with a conversation on all aspects of well-being, participants will discover that health, wellness and relationships are as important as financial portfolios in preparing for retirement. Financial topics will also be covered, including how to calculate retirement savings needs and income streams, budgeting in retirement, and considerations in tax and estate planning. Participants will leave this session with steps to create an action plan on what may be needed prior to retirement.
- 12:00 p.m. ET | Break
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Session Break
- 12:30 p.m. ET | Health and Retirement Benefits Considerations
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Marlene Sanders, NTCA Member Relations Manager
NTCA R&S Program and Savings Plan distribution options will be reviewed in conjunction with customized retirement illustrations provided to attendees prior to the seminar. The complex and often confusing choices on health care coverage and Medicare will also be reviewed. We will wrap-up with a hands-on review of the process, timing and NTCA benefit election forms needed when a retirement decision is made. - 1:30 p.m. ET | Break
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Session break
- 2:00 p.m. ET | Creating a Retirement Income Plan and Social Security Considerations
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A retirement adviser will address the concepts of pre-retirement savings, the shift to retirement spending and various distribution strategies to maximize finances in retirement. Social Security will be addressed to help participants better understand correct and incorrect information about this income source and make informed decisions about Social Security.
Questions + More Assistance
Contact us or call (406) 689-3323.
You will also receive personalized outreach from your NTCA member relations manager following the virtual session to help address any questions specific to you or about your personalized materials.