Retirement Expo Guide - WordPress.com · retirement! See the real effect of time on money, learn...
3
Life After Alamo - Retirement Expo GUIDE The Retirement Expo is desiged to be your one-stop for all things retirement, and we want to make it as easy as possible for you to attend. Just follow the steps below to pick the date, sessions and times that interest you and work with your schedule. Once you’ve collected that information, just take it to your supervisor to get approval! 1. Circle the date you are able to attend: Thursday, April 12 Friday, April 13 Alamo Colleges District- Benefits Coordinator Round Table Forum It's the end of the fair. You still have questions. This is your chance to ask any question that you can think of that haven't been answered yet. A unique forum set with all of the Benefit Coordinators in one place. ERS- Are you prepared for Medicare? Whether you're an employee or retiree, attend a Medicare Preparation webinar to learn about Medicare and how it works with your ERS benefits. ERS gets many questions from members who near Medicare eligibility, and we want to answer your questions. ERS' Melinda Land hosts. Alamo Colleges District- Working After Retirement Retirement - Check. Retirement party - Check. Retirement vacation - Check. Working after retirement - ?? What every soon-to-be-retiree needs to know about working at Alamo Colleges District after they've officially retired. ACCD's very own Benefit Manager, the gracious Geena Johnson, let's you in on returning to work after you've officially retired. Alamo Colleges District- How to retire from Alamo Colleges District Okay, you've decided it's time to retire. Now what? A step-by-step process that shows retirees the right way to retire, from drafting your letter of resignation to requesting the official retirement packet from TRS, and what happens to vacation days, sick days and everything else. Presented by Alamo Colleges District Benefit Coordinators. ERS- Higher Education- Ready, Set, Retire! ERS Benefits Educator Melinda Land gives you the information you need to make fully informed decisions about benefits in retirement. Learn about how your Health, Medicare, Dental, Life Insurance, Discount Purchase Program, and Texa$aver 457 Program work when you retire. Lincoln Investment- Foundation of Investing Join the outstanding Investment Adviser Ken Gutshall, and Advisor Consulting Manager Tyler Mangum as they explain the ins and outs of retirement investing. They'll cover the topics of Investment Vehicles, Risk, Asset Allocation, and Creating a Portfolio. Fidelity Investments- Social Security Basics or Advanced with Medicare Follow Fidelity Investments' Retirement Planner John Harris, as he discusses Social Security fundamentals and how to maximize your benefits. Also, he'll review Medicare, as times allows. Fidelity Investments- Investing in Any Weather John Harris, Retirement Planner from Fidelity Investments shows how to properly invest in any good or bad market. Sage advice in a topsy-turvey world from a professional, just for you. MetLife- Retirement Risks MetLife's Jason Parker and Mike Gonzales take you down the possibly perilous path and pit-falls that may be in your way to retirement, and how to get around them. Lincoln Investment- Focus on ORP Retirees Very important information from Phil Lebkuecher about your ORP. These are the questions you're going to wish you asked. This session is designed for Administrators and Faculty that are enrolled in the ORP Plan. Lincoln Investment- Maximizing your TRS and SSA Benefits Let the fantastic Phil Lebkuecher, Investment Adviser Representative for Lincoln Investment, show you how to turn your TRS and Social Security Benefits into a super-charged retirement vehicle that will lead you toward a high-powered finish line! MetLife- Creating a Budget Everyone knows that they should be putting away money for a rainy day and/or retirement, but how much? When should you start investing? MetLife's Investment Adviser Representatives - the knowledgeable Mike Gonzalez and perspicacious Jason Parker answers the hard questions that you really need to know! 2. Choose the sessions that interest you most:
Transcript of Retirement Expo Guide - WordPress.com · retirement! See the real effect of time on money, learn...
Life After Alamo - Retirement Expo
GUIDEThe Retirement Expo is desiged to be your one-stop for all things retirement, and we want to make it as easy as possible for you to attend. Just follow the steps below to pick the date, sessions and times that interest you and work with your schedule. Once you’ve collected that information, just take it to your supervisor to get approval!
1. Circle the date you are able to attend:
Thursday, April 12 Friday, April 13
Alamo Colleges District- Benefits Coordinator Round Table ForumIt's the end of the fair. You still have questions. This is your chance to ask any question that you can think of that haven't been answered yet. A unique forum set with all of the Benefit Coordinators in one place.
ERS- Are you prepared for Medicare?Whether you're an employee or retiree, attend a Medicare Preparation webinar to learn about Medicare and how it works with your ERS benefits. ERS gets many questions from members who near Medicare eligibility, and we want to answer your questions. ERS' Melinda Land hosts.
Alamo Colleges District- Working After RetirementRetirement - Check. Retirement party - Check. Retirement vacation - Check. Working after retirement - ?? What every soon-to-be-retiree needs to know about working at Alamo Colleges District after they've officially retired. ACCD's very own Benefit Manager, the gracious Geena Johnson, let's you in on returning to work after you've officially retired.
Alamo Colleges District- How to retire from Alamo Colleges DistrictOkay, you've decided it's time to retire. Now what? A step-by-step process that shows retirees the right way to retire, from drafting your letter of resignation to requesting the official retirement packet from TRS, and what happens to vacation days, sick days and everything else. Presented by Alamo Colleges District Benefit Coordinators.
ERS- Higher Education- Ready, Set, Retire!ERS Benefits Educator Melinda Land gives you the information you need to make fully informed decisions about benefits in retirement. Learn about how your Health, Medicare, Dental, Life Insurance, Discount Purchase Program, and Texa$aver 457 Program work when you retire.
Lincoln Investment- Foundation of InvestingJoin the outstanding Investment Adviser Ken Gutshall, and Advisor Consulting Manager Tyler Mangum as they explain the ins and outs of retirement investing. They'll cover the topics of Investment Vehicles, Risk, Asset Allocation, and Creating a Portfolio.
Fidelity Investments- Social Security Basics or Advanced with MedicareFollow Fidelity Investments' Retirement Planner John Harris, as he discusses Social Security fundamentals and how to maximize your benefits. Also, he'll review Medicare, as times allows.
Fidelity Investments- Investing in Any WeatherJohn Harris, Retirement Planner from Fidelity Investments shows how to properly invest in any good or bad market. Sage advice in a topsy-turvey world from a professional, just for you.
MetLife- Retirement RisksMetLife's Jason Parker and Mike Gonzales take you down the possibly perilous path and pit-falls that may be in your way to retirement, and how to get around them.
Lincoln Investment- Focus on ORP RetireesVery important information from Phil Lebkuecher about your ORP. These are the questions you're going to wish you asked. This session is designed for Administrators and Faculty that are enrolled in the ORP Plan.
Lincoln Investment- Maximizing your TRS and SSA BenefitsLet the fantastic Phil Lebkuecher, Investment Adviser Representative for Lincoln Investment, show you how to turn your TRS and Social Security Benefits into a super-charged retirement vehicle that will lead you toward a high-powered finish line!
MetLife- Creating a BudgetEveryone knows that they should be putting away money for a rainy day and/or retirement, but how much? When should you start investing? MetLife's Investment Adviser Representatives - the knowledgeable Mike Gonzalez and perspicacious Jason Parker answers the hard questions that you really need to know!
2. Choose the sessions that interest you most:
*** Retiree Guests *** A special forum where you can speak to actual Alamo Colleges Retirees! Who better to ask about retiring than someone that’s been through it.
TDI- Medicare BasicsThe Texas Department of Insurance's (TDI) Senior Information and Outreach Specialist Angela Herron explains Medicare for you! This amazing insider breaks down the types of Medicare that's out there for you. Coordination of benefits between your plans? Just what is Medigap? Do not miss this valuable opportunity!!
TIAA- Get a Head StartA step‐by‐step overview of your plan! Retirement may seem like a long way off but it’s never too early to start saving. This may give your money more time to accumulate. Getting started is easy. TIAA’s workshop leader will highlight the benefits and advantages of participating in your retirement plan. James "DJ" Johnson, Financial Consultant for TIAA will be presenting.
Tex$aver- Finding Extra Money to Save for RetirementThis session would first focus on an individual’s behaviors and habits that causes them to think they cannot save more. Then, using personal experiences and stories, Orlando Martinez will provide simple tricks and changes to one’s daily routines to save money allowing them to put that newly discovered money toward retirement.
Tex$aver- Comparing 403(b)s to 457s403(b)s? 457s? What does all those abbreviations mean? An in depth FYI discussion for the new investor that deciphers all the FAQs about investing in ACCD's retirement benefits ASAP, you'll LOL. Texa$aver's Retirement Plan Counselor Orlando Martinez clarifies the hidden meanings you've wondered about.
TIAA- The Starting LineBeginning to save for retirement! See the real effect of time on money, learn how to plan for retirement, find additional ways to save, and prepare your balance sheet for retirement. James "DJ" Johnson, Financial Consultant for TIAA will be hosting.
Valic- Retirement Strategies for WomenFocusing on overcoming the financial hurdles specific to women as they plan and invest for the future, this program emphasizes the importance of having a personal plan, a sound strategy and a consistent approach to saving. Presented by Valic's Senior Account Manager, the vivacious Bridgette Galvan.
Valic- Retirement Pathfinder- Online ToolWrite your own personalized retirement story! Valic shows you their online website tool and how it can turn your golden years in to everything you dreamed of, with their easy-to-use retirement calculator. Saving a little bit now can pay off big later!!! - Hosted by Stanley Marcus.
TRS- Retirement Benefits from TRSUrgent!! Please note - This is your ONLY chance to see the presentation that TRS will give!! Presenters will review TRS benefits available to active members and those considering retirement during the 2017-18 school year.
Voya- My Retirement Outlook Interactive LabDo you know what you will receive from TRS, from Social Security and your voluntary retirement plans? Now may be a good time to find out. Bring an estimate of your savings and years of TRS service for a personalized view of your progress toward your retirement objectives. Using the My Retirement Outlook, you will estimate how much you need to save for your financial future, measure your progress and find out about any potential gaps. You can also test how various savings amounts will impact your take home pay today.
Voya- Plan for Your Retirement IncomeA discussion of things to coincide both financially and personally before taking the life changing steps into retirement. Presented by Voya Financial Advisor Dave Poppe.
3. Find your sessions’ time and save it on your calendar:
Thursday, April 12 Class Room 1 Class Room 2 Class Room 3 Class Room 4 Class Room 5 Conference Room Lobby102 Classroom (30) 117 Classroom (30) 132 Classroom (24) 133 Computer Lab (24) 134 Computer Lab (24) 110 Classroom (24) 101 Main Gallery
Hour 1 - 8:00 - 8:45
TDI - Medicare Basics + Tex$aver - Comparing
403(b)s to 457sMetLife - Creating a
budgetVoya - My Retirement
Interactive LabLincoln Investment -
Foundations of InvestingOne on One with the
vendorsVendor Expo
Hour 2 - 9:00 - 9:45
TIAA - The Starting LineValic - Retirement
Strategies for Women
Fidelity - Social Security Basics or Advanced
w/Medicare
Lincoln Investment - Maximizing your TRS and
SSA
One on One with the vendors
Hour 3 - 10:00 - 10:45
Voya - Plan for Your Retirement Income
MetLife - Retirement Risks
TBD How to retire from Alamo
Colleges DistrictOne on One with the
vendors
Hour 4 - 11:00 - 11:45
Alamo Colleges - Working after Retiring
TIAA - Get a Head Start
ERS - Are you prepared for Medicare?
Valic - Retirement Pathfinder - Online Tool
Fidelity - Investing in Any Weather
One on One with the vendors
ERS - Higher Education - Ready, Set, Retire!
Location: Palo Alto College- Ozuna Learning Center
4. Get your supervisor’s approval to attend the sessions you picked!
See You There!
Thursday, April 12 Class Room 1 Class Room 2 Class Room 3 Class Room 4 Class Room 5 Conference Room Lobby102 Classroom (30) 117 Classroom (30) 132 Classroom (24) 133 Computer Lab (24) 134 Computer Lab (24) 110 Classroom (24) 101 Main Gallery
Hour 0 - 12:00 - 12:59
Lunch Lunch Lunch Lunch Lunch Lunch
Hour 1 - 1:00 - 1:45
TDI - Medicare Basics + How to retire from
Alamo Colleges District
MetLife - Creating a budget
Voya - My Retirement Interactive Lab
Lincoln Investment - Foundations of Investing
One on One with the vendors
Vendor Expo
Hour 2 - 2:00 - 2:45
TIAA - The Starting LineValic - Retirement
Strategies for Women Fidelity - Social Security
Basics w/MedicareTBD
Lincoln Investment - Maximizing your TRS and SS
Benefits
One on One with the vendors
Hour 3 - 3:00 - 3:45
Voya - Plan for Your Retirement Income
MetLife - Retirement Risks
Tex$aver - Finding Extra Money To Save
For RetirementTBD
Alamo Colleges - Working after Retiring
One on One with the vendors
Hour 4 - 4:00 - 4:45
TIAA - Get a Head StartRetiree Guests -
Questions I wished I had asked.
Lincoln Investment - Focus on ORP Retirees
Valic - Retirement Pathfinder - Online Tool
Fidelity - Investing in Any Weather
One on One with the vendors
Friday, April 13 Class Room 1 Class Room 2 Class Room 3 Class Room 4 Class Room 5 Class Room 6 Conference Room Lobby102 Classroom (30) 117 Classroom (30) 132 Classroom (24) 133 Computer Lab (24) 134 Computer Lab (24) 137 Computer Lab(24) 110 Classroom (24) 101 Main Gallery
Hour 1 - 8:00 - 8:45
TDI - Medicare Basics + Tex$aver - Comparing
403(b)s to 457sAlamo Colleges -
Working after RetiringVoya - My Retirement
Interactive LabMetLife - Creating a budget
Lincoln Investment - Foundations of Investing
One on One with the vendors
Vendor Expo
Hour 2 - 9:00 - 9:45
ERS - Are you prepared for Medicare?
ERS - Are you prepared for Medicare?
TIAA - The Starting LineFidelity - Social Security
Basics or Advanced w/Medicare
Valic - Retirement Strategies for Women
Lincoln Investment- Maximizing your TRS and SS
Benefits
One on One with the vendors
Hour 3 - 10:00 - 10:45
Voya - What questions retirees should ask.
Lincoln Investment - Focus on ORP Retirees
MetLife - Retirement Risks How to retire from Alamo
Colleges DistrictOne on One with the
vendors
Hour 4 - 11:00 - 11:45
TIAA - Get a Head StartValic - Retirement
Pathfinder - Online ToolTBD
Fidelity - Investing in Any Weather
One on One with the vendors
ERS - Higher Education - Ready, Set, Retire!
ERS - Higher Education - Ready, Set, Retire!
Friday, April 13 Class Room 1 Class Room 2 Class Room 3 Class Room 4 Class Room 5 Class Room 6 Conference Room Lobby102 Classroom (30) 117 Classroom (30) 132 Classroom (24) 133 Computer Lab (24) 134 Computer Lab (24) 137 Computer Lab(24) 110 Classroom (24) 101 Main Gallery
Hour 0 - 12:00 - 12:59
Lunch Lunch Lunch Lunch Lunch
Hour 1 - 1:00 - 1:45
Alamo Colleges - Working after Retiring
Voya - My Retirement Interactive Lab
TBDTex$aver - Finding Extra
Money To Save For Retirement
One on One with the vendors
Vendor Expo
Hour 2 - 2:00 - 2:45
TIAA - The Starting LineValic - Retirement
Strategies for Women Fidelity - Social Security
Basics w/MedicareMetLife - Creating a
budget How to retire from Alamo
Colleges District
Lincoln Investment - Maximizing your TRS and
SSA
One on One with the vendors
Hour 3 - 3:00 - 3:45
Alamo Colleges - BC Forum
Alamo Colleges - BC Forum
TDI - Medicare Basics + Lincoln Investment -
Focus on ORP RetireesTBD
Voya - Plan for Your Retirement Income
One on One with the vendors
Hour 4 - 4:00 - 4:45
TIAA - Get a Head StartRetiree Guests -
Questions I wished I had asked.
MetLife - Retirement Risks
Valic - Retirement Pathfinder - Online Tool
Lincoln Investment- Foundations of Investment
Fidelity - Investing in Any Weather
One on One with the vendors
TRS - Retirement Benefits from TRS
TRS - Retirement Benefits from TRS
Location: Palo Alto College- Ozuna Learning Center
Location: Palo Alto College- Ozuna Learning Center
Location: Palo Alto College- Ozuna Learning Center
