Pre-Retirement Planning Seminar

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

2025 Seminar

🗓️ April 8, 2025 
🕐 1:00 p.m. to 4:15 p.m. 
📍 Nebraska East Union, Great Plains Room
 

Agenda for April 8, 2025

1:00 p.m.WelcomeCampus Benefits Team
1:05 p.m.Medicare/SHIP Jonathan Burlison, Nebraska SHIP Representative
1:50 p.m.Emeriti and Retirees Association (ERA) | flyerwebsiteDonald Weeks
2:00 p.m.FidelityJason Cronick, Workplace Financial Consultant, Fidelity Investments (jason.cronick@fmr.com)
2:30 p.m.Break and Refreshmentscompliments of Union Bank & Trust and University of Nebraska Federal Credit Union
3:00 p.m.NU FoundationSteve Hill, Executive Director of Gift Planning
3:10 p.m.Social Security BenefitsKirsten Goodwin, Public Affairs Specialist, Social Security Office
3:55 p.m.Your Benefits and RetirementMichelle Martin, Manager, Benefits Department, Human Resources

Register to Attend

You can attend in person, or online via Zoom. Register for only one option, please.

We would appreciate your feedback to make improvements for future seminars.

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Retirement Resources curated by EAP

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