Pre-Retirement Seminar

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Location

Location

Holy Cross Lutheran Church

29700 North Saint Mary's Rd

Libertyville, IL 60048

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Event description

Description

Whether you're just getting started on the road to retirement or racing to the finish line, Portico's Pre-Retirement Seminar can give you a clearer view of the journey ahead. And this year, we are expanding the invitation to include members and their spouses ages 40+. Join us for the morning session, afternoon session, or both — whatever best fits your retirement planning needs.


In the morning, we'll focus on saving and investing for retirement. This session addresses these important questions, and more:

  • How does retirement fit in with my other financial priorities?
  • How much do I need to save for retirement?
  • How should I invest my retirement savings?


At 12:30 p.m. we'll break for lunch. We invite all attendees — morning, afternoon, or all day — to join us. This is a great time to connect with other participants.


In the afternoon, we'll explore ways you can live well and create sustainable income in retirement. In this session, we'll address these important questions, and more:

  • How can I distribute income from my ELCA Retirement Plan account?
  • How much can I expect to receive from Social Security?
  • What health care options will be available to me after I retire?




Morning Session 9 a.m. – 12:30 p.m.

Registration 8:30 – 9 a.m.

Agenda

  • Welcome
  • Balancing Multiple Financial Priorities
  • Budgeting
  • How much money do I need to retire?
  • Investment Planning
  • ELCA Retirement Plan & IRAs
  • Protection Planning

Lunch 12:30 – 1:15 p.m.

Afternoon Session 1:15 – 6 p.m.

Registration 12:00 – 1:15 p.m.

Agenda

  • Welcome
  • Living Well in Retirement
  • Retirement Income Sources
  • ELCA Retirement Plan Distribution Options
  • Social Security
  • Other Income Sources
  • Creating a Retirement Income Plan
  • Taxes on Retirement Income
  • Transition to Retirement
  • Health Care Options
  • Estate Planning






FAQs


Is there any pre-work to complete before I attend the seminar?

Yes! To get the most out of both morning and afternoon sessions, we suggest that attendees complete the pre-work before the event. One month in advance of the event, you'll receive a follow-up email with instructions to complete this assignment.

Will there be time for individual conversations during the event?

No, sadly there is not enough time to meet with each person individually. While there will be time to ask individual questions, we believe that one-on-one retirement planning conversations are best done with a financial planner. After the seminar, a Portico Financial Planner will contact you to schedule a conversation about your unique planning needs. Just bring your questions and appetite to learn.

What is the cost to attend?

To help defray costs, we collect a registration fee of $35 per person for the whole day, or $20 per person for those attending a single session. Spouses are welcome and encouraged to attend.

What meals will be provided?

Lunch and refreshments will be served. When you register, please let us know if you plan to join us for lunch.

What is the registration deadline?

Please register by June 25, 2019.

Is there a minimum attendance requirement?

Yes, we must have at least 30 registrants one month prior to the event or we may need to cancel. Please invite your colleagues and promote the seminar by sharing this webpage with them.

If the event is canceled or changed, will Portico reimburse my registration fees, hotel costs, and travel expenses?

In the event of a change or cancellation, Portico will refund registration fees but cannot reimburse participants for hotel or travel costs.

If I am unable to attend the event, will Portico reimburse my registration fees?

If unable to attend a scheduled event, you are able to request a registration refund until the day before the seminar. Portico cannot honor refund requests made the day of or after the seminar.

Do I need my ticket?

No. You do not need to present your Eventbrite ticket on the day of the event.

Questions?

Contact the Portico Customer Care Center at 800.352.2876 or myPortico@PorticoBenefits.org

Important Disclosure

The information provided is for general informational purposes only and is not intended to be a substitute for individualized tax, legal or investment planning advice.


Date and Time

Location

Holy Cross Lutheran Church

29700 North Saint Mary's Rd

Libertyville, IL 60048

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