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.

Recording of the event will be provided here after the event.

Wednesday, April 10, 2024

  • In-person:  register online by March 26, 2024
    Nebraska Union, Swanson Auditorium
  • Livestream:  the link will be provided here the day of the event (registration not required)
8:00 a.m. Welcome UNL Benefits Team
8:05 a.m. Welcome to Medicare Jonathan Burlison, Nebraska SHIP Representative
9:00 a.m. Making the Most of Your Retirement Savings Jason Cronick, Workplace Financial Consultant, Fidelity Investments (jason.cronick@fmr.com)
9:45 a.m. Succession Planning 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 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 Kirsten Goodwin, Public Affairs Specialist, Social Security Office
12:15 p.m. UNL Emeriti and Retirees Association (ERA) | flyerwebsite Donald Weeks
12:20 p.m. >Maximizing Your Benefits 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