Upcoming Seminars

Pre-Retirement Seminar

An overview of the UM Retirement, Disability & Death Benefit Plan, and a review of your personal estimate if you elect to calculate one through the Online Pension Calculator. Registration Required

Note: Be sure to run an online estimate before the seminar through the Online Pension Calculator.

Pre-Retirement Seminar Series

These seminars are designed for faculty and staff 10 years or less from retirement. The series as a whole is intended as an overview of some of the financial aspects of retirement. You are encouraged to register for the entire series. Those who do not register to attend all four seminars will be placed on a waiting list. Pre-Retirement seminars are held at the Woodrail Centre and take place from 5-7 p.m. Registration Required

• Financial Planning - Learn about techniques to better plan for your financial future. We will discuss reaching your financial goals, why you should save early and often, investment choices, and holding steady in a stormy market.
• Estate Planning - Estate planning involves your assets (your property) and the various forms of ownership and titles that those assets may take. Topics covered will include estate planning, health care directives, living wills, transferring assets, and trusts.
• Social Security - Learn about how Social Security works, what to expect, and when to contact them.
• University Retirement Plan - An overview of the UM Retirement, Disability and Death Benefit Plan, and a review of your personal estimate if you elect to calculate one on the retirement calculator.

Seminar Location

• Woodrail Centre
  1000 W. Nifong
  Building 7 – Suite 210
  Columbia, MO  65211-8220

 

 

Reviewed 2013-05-06.