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Preparing for Retirement

July 25 @ 10:00 am - 12:00 pm

|Recurring Event (See all)

One event on July 11, 2017 at 10:00am

One event on July 25, 2017 at 10:00am

One event on August 2, 2017 at 10:00am

Preparing for Retirement

If you are within 10 years of retirement, this free seminar can help you understand the different retirement planning solutions available and the implications of the decisions you will make as you approach retirement.

We will discuss: 

  • The sources of retirement income available to public school employees including Wisconsin Retirement System, Social Security, and personal savings.
  • The various annuity options available from the Wisconsin Retirement System (WRS) and Social Security issues.
  • The retirement timeline (including eligibility dates and requirements for pension withdrawals, health insurance, etc.).
  • Personal savings withdrawal issues and tax implications.
  • Investment concepts and financial strategies.
  • Common roadblocks to successful retirement planning.
  • A pre-retirement checklist of important things to consider.
  • Tools and solutions to help you achieve your retirement goals.

Please register by clicking the date you would like to attend.  All sessions at held at the MTEA at 10am.  *Please note that the June 21 and July 25 sessions are for those with mobility issues.  Spouses/partners welcome. Refreshments and sandwiches will be provided.

Details

Date:
July 25
Time:
10:00 am - 12:00 pm
Event Categories:
,

Venue

MTEA
5130 W. Vliet St.
Milwaukee, WI 53208 United States
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Phone:
414-259-1990
Website:
mtea.org