This free three hour seminar is for those at the beginning
or middle of their careers.
The sooner you take advantage of these programs, the greater
your financial security can be.
The following topics will be addressed:
- Pension Retirement Income -
Understand your pension options and how your pension benefit is
calculated.
- MNDCP 457 Voluntary Savings Plan
-
- Investment
Planning -The importance of asset allocation and
diversification in how to choose an investment strategy
appropriate for you.
- Advice
& Managed Account Services -Discover what advice services
are offered for improved retirement preparedness.
- Website features & Navigation -
You can be as "hands-on" as you'd like. We"ll show
you some valuable website features.
- Beneficiary Designations -
Understanding the implications of beneficiary designations
is critical. We'll discuss the benefits and consequences of
beneficiary designations.
- Health Care Savings Plan (HCSP)-
The significance of health care costs and the benefits of
tax-free investing for use on health care expenses in
retirement will be discussed.
|
This free half-day seminar is for those who are
within five years of retirement
The following topics will be addressed:
- Pension Retirement Income -
Learn how your pension benefit is calculated and what options
are available.
- MNDCP 457 Plan Income -
Learn about various retirement income stream options from your
voluntary Minnesota Deferred Compensation Plan (MNDCP) account.
- Health Care Savings Plan (HCSP)-
The significance of health care costs and how to use money in
your HCSP account will be discussed.
- Social Security/Medicare -
Learn about the many types of Medicare Plans and understand
your Social Security benefits.
|