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Recurring Event Event Series: Preparing for Retirement

Preparing for Retirement

February 22 @ 5:00 pm - 6:00 pm

Preparing for Retirement  

This session will be limited to 40* members and held at the MTEA, please use the registration links below.  Masks are mandatory inside the MTEA Building.  If you can no longer attend, please be courteous and cancel your registration so others who want to attend can.

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 resources available through Member Benefits to help employees reach their retirement goals.

*Sessions have been increased to 40 members!  Please click on the session below you want to attend, all sessions are from 5-6pm.

Details

Date:
February 22
Time:
5:00 pm - 6:00 pm
Series:
Event Category:

Venue

MTEA Building
5130 W. Vliet St.
Milwaukee, WI 53208 United States
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Phone:
414-259-1990
View Venue Website