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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.

Agenda

  • Welcome
  • 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.

Agenda

  • Welcome
  • 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