Start Date: 3/13/2018 9:00 AM CDT
End Date: 3/14/2018 12:00 PM CDT
Venue Name: Comfort Inn & Suites
Location:
W10170 Highway 54 E
Black River Falls, WI United States 54615
Organization Name:
Wisconsin Electric Cooperative Association
Contact:
DAY 1
Registration: 8:30 a.m.
Program: 9 a.m.-3:30 p.m.
DAY 2
Program: 8:30 a.m.-12 p.m.
he NRECA Retirement Planning Seminar is designed for employees and their spouses who are within 5–10 years of retirement. It helps employees evaluate distribution options from their retirement plans, estimate retirement income and expenses, and realize the need for continued investment during retirement years. Local experts in the area of estate planning are included in the program. Health and long-term care issues are also addressed.
We encourage employees and their spouses who are within 5–20 years of retirement to attend. This will help employees to gauge if they are on the right track for their retirement years.
Key Topics Include:
- NRECA retirement benefits
- Investment planning/asset allocation
- Health and long-term care
- Retirement distribution strategies
- Legal affairs and estate planning
- Estimating retirement income
AGENDA
Tuesday, March 13, 2018
8:30 a.m. Registration
9 a.m. Welcome
9:15 p.m. Benefits & Assets
10:15 a.m. Break
10:30 a.m. Benefits & Assets (cont.)
12 noon Lunch
1 p.m. Risks
2 p.m. Retirement Expenses
3:15 p.m. Review
3:45 p.m. Adjourn
Wednesday, March 14, 2018
8:30 a.m. Your Retirement Paycheck
10:15 a.m. Break
10:30 a.m. Legal Affairs and Estate Planning
11:30 a.m. Protecting Your Assets
12:15 p.m. Creating Your Game Plan
12:30 p.m. Adjourn