Free

Preparing for Retirement, Milwaukee

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Location

MTEA Building

Room G

5130 West Vliet Street

Milwaukee, WI 53208

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Event description

Description

Preparing for Retirement (Plus, stay for LTC lunch and learn*)

If you are within 10 years of retirement, this free seminar can help you understand the different retirement planning solutions available and the implications of the decisions you will make as you approach retirement.

We will discuss:

  • The sources of retirement income available to public school employees including Wisconsin Retirement System, Social Security, and personal savings.
  • The various annuity options available from the Wisconsin Retirement System (WRS) and Social Security issues.
  • The retirement timeline (including eligibility dates and requirements for pension withdrawals, health insurance, etc.).
  • Personal savings withdrawal issues and tax implications.
  • Investment concepts and financial strategies.
  • Common roadblocks to successful retirement planning.
  • A pre-retirement checklist of important things to consider.
  • Tools and solutions to help you achieve your retirement goals.

Spouses/partners welcome.

*REGISTER for the Individual Long-Term Care lunch and learn following. Lunch will be provided.

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Date and Time

Location

MTEA Building

Room G

5130 West Vliet Street

Milwaukee, WI 53208

View Map

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