Pre-Retirement Planning Seminar

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

Miss the last seminar? 

WATCH RECORDINGS

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

Provide Your Feedback


 

Thursday, February 23, 2023

  1. 8:00 a.m. Welcome

    Chris Tran, Director, UNL Benefits

  2. 8:05 a.m. Medicare

    Sarah Skirry, Nebraska SHIP Representative
    Download the presentation, flyer

  3. 9:00 a.m. "Make the Most of Your Retirement Savings"

    Jason Cronick, Workplace Financial Consultant, Fidelity Investments (jason.cronick@fmr.com)
    Download the presentation.

  4. 9:45 a.m. Break with refreshments

    compliments of Fidelity Investments

  5. 10:15 a.m. “Write Your Next Chapter”

    Paul Eiting, Senior Financial Consultant, TIAA (paul.eithing@tiaa.org)
    Download the presentation, guide.

  6. 11:00 a.m. “Social Security”

    Kirsten Goodwin, Public Affairs Specialist, Social Security Office
    Download the presentation.

  7. 11:45 a.m. “Retiring From the University of Nebraska”

    Chris Tran, Director, UNL Benefits
    Download the presentation.

  8. UNL Emeriti and Retirees Association (ERA)

    Donald Weeks and Kim Hachiya
    Download the presentationflyer, or visit their website.

  9. Osher Lifelong Learning Institute (OLLI)

    Bob Michl, Director
    Visit their website.

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