Retirement Academy with TelComm Credit Union

TelComm Credit Union

Join us for our Retirement Academy with TelComm CU to learn all about planning for your future and making the most of your retirement!

1730 S Luster Ave

Retirement Academy with TelComm Credit UnionDate: October 14, 2025Time: 5:30 pm - 7 pmLocation: TelComm Operations Center 1730 S Luster AveCome join us at the Retirement Academy with TelComm Credit Union! Learn all about planning for your golden years, managing your finances, and securing your future. Our expert advisors will provide valuable insights and tips to help you make the most of your retirement. Don't miss out on this opportunity to take control of your financial future! See you there!

Agenda

We’re excited to have you join us. In this session, we’ll start with a warm introduction, walk through our goals together, and share a brief fiduciary disclosure to keep everything transparent. You’ll also get a clear picture of what to expect moving forward so you can feel confident and informed every step of the way.

Welcome & Orientation

401(k) Rollover 

This engaging session offers a practical and inspiring roadmap for navigating retirement with confidence and purpose. Built around the “Ten Commandments” framework, participants will explore essential principles that support financial clarity, personal fulfillment, and long-term well-being. From understanding your retirement numbers to defining your post-career purpose, each commandment provides actionable guidance to help you thrive in this next chapter.

Whether you're just beginning to plan or already approaching retirement, this session will equip you with foundational insights and tools to make informed decisions and embrace the journey ahead.

Commandments of Retirement

This session offers a comprehensive overview of the key income sources and planning strategies that shape retirement security. Participants will gain foundational knowledge on how Social Security benefits are calculated and optimized, the structure and implications of pension plans, and the rules governing required minimum distributions (RMDs) from retirement accounts. We’ll also explore the role of annuities—including single premium immediate annuities (SPIAs)—in providing guaranteed lifetime income and mitigating longevity risk.

Whether you're preparing for retirement or supporting others in their planning journey, this session will help you understand how these components work together to create a stable and tax-efficient retirement income strategy.

Navigating Retirement Income

We’ll discuss how to build resilient portfolios that balance growth and preservation, using allocation strategies tailored to individual goals and market conditions. The session also addresses the challenge of longevity risk, the possibility of outliving one’s savings, and introduces planning tools such as annuities, withdrawal strategies, and actuarial models to ensure lifetime income sustainability. Whether you're advising others or planning your own retirement, this session will equip you with practical frameworks and insights to make informed decisions and adapt to evolving financial landscapes.

Investment Management

This session provides essential guidance for navigating healthcare decisions in retirement, focusing on Medicare enrollment, supplemental insurance options, and long-term care (LTC) planning.  This session is ideal for individuals approaching age 65, caregivers, and anyone seeking to build a comprehensive healthcare strategy for retirement.

Healthcare and Long-Term Care 

This session provides a comprehensive overview of estate planning essentials, helping participants understand how to protect their assets, honor their wishes, and avoid costly mistakes. We’ll explore the roles and responsibilities associated with wills, powers of attorney (POAs), trusts, transfer-on-death (TOD) designations, and beneficiary planning. This session is ideal for anyone looking to build or refine their estate plan, ensure their beneficiaries are properly documented, and gain peace of mind about their legacy.

Estate Planning & Beneficiaries

Next Steps & Q&A

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Retirement Academy with TelComm Credit Union

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