Pre-Retirement Planning Seminar

For faculty and staff, age 50 and older to guide prospective retirees to information and resources that may be useful as they plan for retirement.

Watch the Recording from April 10, 2024

8:00 a.m. Welcome UNL Benefits Team
8:05 a.m. Making the Most of Your Retirement Savings | presentation
Jason Cronick, Workplace Financial Consultant, Fidelity Investments (jason.cronick@fmr.com)
9:00 a.m. Welcome to Medicare | presentation Jonathan Burlison, Nebraska SHIP Representative
9:45 a.m. Succession Planning | presentation Celeste Spier, Director of Organizational Development, Human Resources
10:00 a.m. Live with Confidence in Retirement: 5 Steps to Creating your Retirement Income Plan | presentation Paul Eiting, Senior Financial Consultant, TIAA (paul.eithing@tiaa.org)
10:45 a.m. Break and Refreshments compliments of Union Bank & Trust and University of Nebraska Federal Credit Union
11:15 a.m. Social Security Benefits | presentation Kirsten Goodwin, Public Affairs Specialist, Social Security Office
12:15 p.m. UNL Emeriti and Retirees Association (ERA) | flyerwebsite, presentation Donald Weeks
12:20 p.m. Maximizing Your Benefits | presentation Michelle Martin, Manager, Benefits Department, Human Resources

Osher Lifelong Learning Institute (OLLI) | website

Retirement Resources curated by EAP

Articles
Books
  • "How to Retire Happy, Wild, and Free: Retirement Wisdom That You Don't Get From Your Financial Advisor" by Ernie Zelinski
  • "Retirement: The First 365 Days: Advice, Opinions, Observations" George H. Szlemp
Videos