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RETIREMENT READINESS SEMINAR     

 

Retirement Readiness Seminar @ TEF

It’s never too early to start planning for your financial future. The Retirement Readiness Seminar at TEF will help maximize your time at the conference with a program designed specifically to prepare you for retirement. This seminar is FREE to registered TEF attendees, but requires an additional registration to attend. Contact retirementreadiness@ntca.org or (828) 255-2802 for assistance with registration.

Consultations Available

Schedule a personal one-on-one consultation with NTCA and Fidelity representatives on Tuesday, March 17, and Wednesday, March 18. Please submit your request for a consultation on your registration form. Consultation appointments are limited and will be filled in order of received registrations. You will be notified of your scheduled consultation time prior to the workshop. If all spaces are filled, we will place you on a waiting list if there are cancellations.  

Agenda

 

Tuesday, March 17

12:30 p.m.–1:00 p.m. 
LUNCH
Lunch is provided to registered seminar attendees.

1:00 p.m.–1:45 p.m.
Preparing to Live Well in Retirement
Jane Wigen, Member Relations and Benefits Education Manager, 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 future.

1:45 p.m.–2:45 p.m.
Social Security Strategies to Maximize Your Benefits
Social security is an important component of retirement income. Learn how Social Security benefits play a key part in your retirement planning strategy.

2:45 p.m.–3:00 p.m.
BREAK

3:00 p.m.–4:00 p.m.
Create Your Retirement Income Plan
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.

4:00 p.m.–5:00 p.m.
Optimizing Your R&S Program Benefits
Scott Gardner, Director of Pension Services, NTCA
Get an up-close look at the NTCA pension plan, the Retirement & Security (R&S) Program, with a specific focus on program provisions that impact highly compensated employees. You will leave this session with information to help you make strategic decisions about this significant component of your retirement income.

Wednesday, March 19

7:45 a.m. – 8:00 a.m.
CONTINENTAL BREAKFAST
Continental breakfast is provided to registered seminar attendees.

8:00 a.m.–8:45 a.m.
Analyzing Retirement Plan Distribution Strategies
Scott Gardner, Director of Pension Services, NTCA
Retirement planning should include a review of distribution options, 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.

8:45 a.m.–9:30 a.m.
Health and Life Insurance in Your Retirement Planning
Jane Wigen, Member Relations and Benefits Education Manager, 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 executives should consider in making decisions about your NTCA benefits.

9:30 a.m.–9:45 a.m.
BREAK

9:45 a.m. – 10:15 a.m. 
Deferred Compensation:  A Bridge for Key Management 
Scott Gardner, Director of Pension Services, NTCA
Have you maxed out your annual Savings Plan contributions or exceeded IRS limits for your earned R&S Program retirement benefits? In this session, plan to review the NTCA Deferred Compensation Plans and provide specific ways your company can use this non-qualified retirement plan to bridge gaps in your retirement savings.

10:15 a.m. – 11:00 a.m.
Tax Strategies in Your Retirement Planning
Taxation of your retirement income is a major concern for many individuals. In this session, learn about specific actions you can take to help reduce taxes in retirement.

11:00 a.m. – 11:45 a.m.
Managing Estate Planning
Estate planning 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.

11:45 a.m. – Noon
Wrap-Up and Questions 
Jane Wigen, Member Relations and Benefits Education Manager, NTCA
Participate in an open forum and ask questions or confirm information heard during this seminar.

Noon
Retirement Readiness Seminar Adjourns