Preparing for Retirement  

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 registration links will only be active 30 days prior to the event.  Registration is limited.

Please click on the session below you want to attend, all sessions are from 5-6:30pm.

• Register here for October 10
• Register here for December 19 – Session has been cancelled due to low registration.
• Register here for February 27, 2024 (Wheelchair Accessible)
• Register here for March 19, 2024
• Register here for May 7. 2024
• Register here for May 21, 2024