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Preparing for Retirement

December 18 @ 1:00 pm - 3:00 pm

|Recurring Event (See all)

One event on November 20, 2019 at 1:00pm

One event on December 18, 2019 at 1:00pm

One event on January 15, 2020 at 3:30pm

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.

RSVP is required, please click on the date you wish to attend to register.  All sessions start at 5pm and these sessions are geared toward the WRS pension for Teachers and Substitute Teachers.

Details

Date:
December 18
Time:
1:00 pm - 3:00 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