Pre-Retirement Planning Seminar

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

 

Here is the information that was presented at the Pre-Retirement Mini Seminar held on Tue, Sep 30, 2025.


2025 Seminar

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

From April 8, 2025

Supporting Materials

You can watch the presentations online.

Watch Presentations

Agenda for April 8, 2025

1:00 p.m.WelcomeCampus Benefits Team
1:05 p.m.Nebraska SHIP & MedicareJonathan Burlison, Nebraska SHIP Representative
1:50 p.m.Emeriti & Retirees Association (ERA)Donald Weeks, Membership Chair of ERA, website
2:00 p.m.Fundamentals of retirement income planningJason Cronick, Workplace Financial Consultant, Fidelity Investments (jason.cronick@fmr.com)
Schedule an appointment
2:30 p.m.Break and Refreshmentscompliments of Union Bank & Trust and University of Nebraska Federal Credit Union
3:00 p.m.NU Foundation Gift PlanningKeith Napolitano (Keith.Napolitano@nufoundation.org)
3:10 p.m.Social Security: With You Through Life’s Journey…Kirsten Goodwin, Public Affairs Specialist, Social Security Office
3:55 p.m.Your Benefits and RetirementMichelle Martin, Benefits Manager, Human Resources

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