Pre-Retirement Planning Seminar

For faculty and staff, age 50 and older to provide assistance when planning for retirement.

WATCH RECORDINGS

2023 Pre-Retirement Planning Seminar on Thursday, February 23, 2023

8:00 a.m. Welcome

Chris Tran, Director, UNL Benefits
8:05 a.m. Medicare | presentation, flyer
presented by Sarah Skirry, Nebraska SHIP Representative
9:00 a.m. "Make the Most of Your Retirement Savings" | presentation
presented by Jason Cronick, Workplace Financial Consultant, Fidelity Investments (jason.cronick@fmr.com)

9:45 a.m. Break with refreshments compliments of Fidelity Investments

10:15 a.m. “Write Your Next Chapter” | presentation, guide
presented by Paul Eiting, Senior Financial Consultant, TIAA (paul.eithing@tiaa.org)
11:00 a.m. “Social Security” | presentation
presented by Kirsten Goodwin, Public Affairs Specialist, Social Security Office
11:45 a.m. “Retiring From the University of Nebraska” | presentation
presented by Chris Tran, Director, UNL Benefits
UNL Emeriti and Retirees Association (ERA) | presentationflyer, website
presented by Donald Weeks and Kim Hachiya
Osher Lifelong Learning Institute (OLLI) | website
presented by Bob Michl, Director

If you attended live in-person or online, we would appreciate your feedback to make improvements for future seminars. Provide Your Feedback.

Retirement Resources currated 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