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Annual Retirement Planning Conference

Your intro to everything retirement

Thinking about retiring soon? Our annual retirement planning conference offers an overview of what to consider.

There's no one right age to retire, but we recommend starting to understand all the factors related to retirement at age 55+. Retirement planning is a process and this conference will help you consider the big picture and the details.

When you start considering retirement, consider everything retirement:

  • Health benefits, including what UK offers to retirees
  • Finances and social security
  • Life after retirement

At this full-day event in October, you'll hear from UK’s experts in financial planning and well-being, representatives from UK Benefits, Social Security, Fidelity and TIAA — plus a nationally recognized keynote speaker who explains how to find passion, purpose and a paycheck during the second half of life.

Friday, October 25, 2019

8:30am - 4:45pm


Time for an Encore?

Finding Purpose, Passion and a Paycheck in the Second Half of Life
Marci Alboher will help you think about your encore — that intersection of purpose, passion (and maybe a paycheck) in the next phase of life.

Marci Alboher

As vice president at, Marci is one of the nation’s leading authorities on career issues and workplace trends. A former columnist for The New York Times, her latest book is The Encore Career Handbook: How to Make a Living and a Difference in the Second Half of Life. Marci serves on the board Girls Write Now and as a mentor-editor for The OpEd Project.


The livestream begins at 10 a.m.

Friday, October 25

7:30-8:30 a.m. Check-in and breakfast
8:30 a.m.- 9:45 a.m. What Can I Expect from Social Security?

Lyman "Russ" Russell

Hear an overview about Social Security that describes how benefits are calculated. In this session, you’ll also gain more perspective about what’s the right age to retire—for you.

9:45 a.m.-
10 a.m.
Break and resource fair
10 a.m.-
11 a.m.
How to Plan for Retirement Income

Todd Macaulay

Financial planning can seem daunting, but it doesn’t have to be. This presentation shares the pros and cons to common questions about annuities and more.

11 a.m.-
1 p.m.
Time for an Encore: Finding Purpose, Passion and a Paycheck in the Second Half of Life

Marci Alboher


1 p.m.-
1:15 p.m.
Wellness Exercise

Carol Watson

1:15 p.m.-
1:30 p.m.
Break and resource fair
1:30 p.m.- 2:15 p.m. How Smart Investors Ride Out Market Volatility

Drew Krepelka, TIAA Senior Director, Institutional Investment Strategist

We'll discuss what’s been happening in the markets, where we might be headed, and what it all means for you as you near retirement. Plus, you’ll learn best practices and actionable steps to help you steer through stormy markets to help stay on the path to financial security.

2:15 p.m.-
3 p.m.
Income Diversification

Kurt Ives, Fidelity Regional Vice President

We'll share what you need to know about diversifying your income plan in retirement. You’ll gain an overview of potential retirement income risks and understand why it is important to have a plan with multiple sources of income.

3 p.m.-
3:15 p.m.
3:15 p.m.-
4:45 p.m.
University of Kentucky Health Benefits for Retirees

Terri Kantazar, MSW
Hannah Farmer
Lucy Wells, RPh
Christopher Tyler, UnitedHealthCare

What do you get from UK when you retire? Several of our exceptional benefits for employees extend into retirement, including our prescription cost-savings benefit. What health insurance plan and rates you may be offered depends on many factors, including when you were hired and the age you retire. Many retirees age 65+ are eligible for UK Medicare Advantage and we’ll highlight what this popular plan offers.