Retirement Seminar by Portico Benefit Services
July 14 @ 9:00 am - 6:00 pm
About this Event
Whether you’re just getting started on the road to retirement or racing to the finish line, Portico’s Plan for Retirement Seminar (formerly known as the Pre-Retirement Seminar) can give you a clearer view of the journey ahead. Join us for the morning session, afternoon session, or both – whatever best fits your retirement planning needs.
In the morning, we’ll focus on saving and invest for retirement. This session addresses these important questions, and more:
- How does retirement fit in with my other financial priorities?
- How much do I need to save for retirement?
- How should I invest my retirement savings?
At 12:30 p.m., we’ll break for lunch. We invite all attendees – morning, afternoon, or all day – to join us. This is a great time to connect with other participants.
In the afternoon, we’ll explore ways you can live well and create a sustainable income in retirement. In this session, we’ll address these important questions, and more:
- How can I distribute income from my ELCA Retirement Plan account?
- How much can I expect to receive from Social Security?
- What health care options will be available to me after I retire?
Morning Session 9 a.m. – 12:30 p.m.
Registration 8:30 – 9 a.m.
- Balancing Multiple Financial Priorities
- Budgeting & Net Worth
- Planning for Retirement
- General Investing
- ELCA Retirement Plan & IRAs
- Life & Long-term Care Insurance
Lunch 12:30 – 1:15 p.m.
Afternoon Session 1:15 – 6 p.m.
Registration 12:30 – 1:15 p.m.
- Transition into Retirement
- Health Care in Retirement
- Withdrawals & Annuities
- ELCA Retirement Plan Distribution Options
- Taxes & Housing Allowance
- Social Security
- Other Income Sources
- Creating a Retirement Income Plan
- Estate Planning
Registration Fee: To help defray costs, we collect a registration fee of $35 per person for the whole day, or $20 per person for those attending a single session.
For more information and to register go to: https://www.eventbrite.com/e/plan-for-retirement-seminar-tickets-89834355977