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Preparing for Retirement

July 18 @ 10:00 am - 12:00 pm

|Recurring Event (See all)

One event on March 15, 2018 at 10:00am

One event on April 11, 2018 at 10:00am

One event on May 10, 2018 at 10:00am

One event on July 18, 2018 at 10:00am

One event on August 2, 2018 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.

Spouses/partners welcome. Refreshments will be provided.

All sessions will be held at the MTEA Building starting at 5pm.  RSVP is required, please click on the date you wish to attend to register.

 

Details

Date:
July 18
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