Financial wellness is key to employee well-being and organizational success. Offering retirement planning and financial literacy shows commitment to both future security and present peace of mind. Confident employees are less stressed, more focused, and make better decisions—boosting productivity, engagement, and team resilience. Supporting financial health is a strategic investment that strengthens morale, retention, and long-term performance. When employees thrive financially, so does the cooperative.
April 1 ~ Introduction to Retirement Planning (8 a.m.–12 p.m.)
June 10 ~ Know Your Numbers (8–9 a.m.)
July 21 ~ Retirement Choices: What Can I Do With My Money (8–9 a.m.)
September 15 ~ Retirement Planning Seminar (8 a.m.–4 p.m.)
October 15 ~ The Roth Option (2–3 p.m.)
Session descriptions/topics are below.
Introduction to Retirement Planning
April 1, 2026 | 8 a.m.–12 p.m.
In this seminar a PIRC planner helps attendees determine how much retirement may cost, how they will pay for it, what might not go according to plan, and where to go for additional information and help. The program introduces the basics of retirement planning: assessing resources available for retirement income (including employer-provided retirement benefits and Social Security); and illuminating expenses in retirement (including health care costs and taxes).
The full-day Retirement Planning Seminar will be held on September 15, 2026. See program description in this booklet.
