Complete Story
 

09/12/2016

Retirement planning webinars open to Portico members starting Sept 27!

Whether retirement’s just around the corner or you’re still quite a few years out, it’s likely that you’ve got some questions. Will I have enough money to retire? How do Medicare and Social Security work?

What can I do today to make sure that I’m on track?

Let’s make retirement planning easier by doing it together. Bring your questions to our preretirement webinar series — an online version of our popular day-long Pre-retirement seminar. The three webinar sessions will cover a variety of topics, from investing to health care, featuring live presenters from Portico and Ernst & Young, as well as live Q&A ― all at no cost to you. Sign up for the series and join us for as many sessions as you can. As this is a series, you will receive the most benefit from participating in all three sessions.

 

Session 1: Investments and Accumulation, Sept. 27, 2-3 p.m. (Central)

Explore these investment questions and more:

  • What should I know about investing to help me achieve my goals?
  • What investment options are available through the ELCA Retirement Plan?
  • What resources are available to help me determine which investments are right for me?
  • What can I do if I started saving late?

 

Session 2: Transition to Retirement, Oct. 4, 2-3 p.m. (Central)

Explore these retirement planning questions and more:

  • How much money do I need to retire?
  • What might my budget look like in retirement?
  • Will I be eligible for housing allowance in retirement?
  • What health care options do I have in retirement?

 

Session 3: Income in Retirement, Oct. 11, 2-3 p.m. (Central)

Explore these retirement income questions and more:

  • What options do I have to withdraw money from my ELCA retirement account?
  • How does the ELCA Participating Annuity work?
  • What strategies could I use to make the most of my Social Security payment?
  • Considering all of my different income sources, what income can I plan for in retirement?

Register for the series!

Can’t participate in one or more of the sessions? You can find the recordings of the pre-retirement webinar series on the Portico Events page. We also plan to offer this series again next year.

Printer-Friendly Version