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Event Series Event Series: Preparing for Retirement

Preparing for Retirement

September 28, 2021 @ 5:00 pm - 6:00 pm

This comprehensive session is recommended for employees within 5-10 years of retirement and covers the different retirement planning solutions available and the implications of the decisions employees make as they approach retirement.

 The session covers:

– The sources of retirement income available to public school employees including the Wisconsin Retirement System (WRS), Social Security, and personal savings.

– The various annuity options available from the Wisconsin Retirement System.

– Retirement timeline (including eligibility dates and requirements for WRS withdrawals, health insurance, etc.

– Personal savings withdrawal issues and tax implications. – Common roadblocks to successful retirement planning.

– A pre-retirement checklist of important things to consider.

– Tools and solutions to help employees reach their retirement goals.

 You can join our session by using a Mac, PC or a mobile device.

Presented by N’Kenza Whitlow, Senior Retirement Savings Consultant

Spouses/partners welcome.  Registration is required, please click on the date below to register.  Both session are from 5-6pm.

Tuesday, September 28

Wednesday, December 1



September 28, 2021
5:00 pm - 6:00 pm
Event Category: