Pre-Retirement Planning Seminar | Human Resources

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

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

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

From April 8, 2025

You can download the slides and/or watch the presentations online.

1:00 p.m.	Welcome	Campus Benefits Team
1:05 p.m.	Nebraska SHIP & Medicare	Jonathan 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 planning	Jason Cronick, Workplace Financial Consultant, Fidelity Investments (jason.cronick@fmr.com) Schedule an appointment
2:30 p.m.	Break and Refreshments	compliments of Union Bank & Trust and University of Nebraska Federal Credit Union
3:00 p.m.	NU Foundation Gift Planning	Keith 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 Retirement	Michelle Martin, Benefits Manager, Human Resources

Retirement Resources curated by EAP

"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