Annual Retirement Planning Conference

Where will you be in 2023?

For employees thinking about retiring in the next five years, this event will help you prepare.

Videos from the event on October 12, 2018 are now available.

 Watch more videos on YouTube >


This free conference has six sessions, including a keynote during a buffet-style luncheon. 

We're bringing in an award-winning author and psychologist, Margit Cox Henderson, to deliver a keynote address on “Optimistic Aging.” Henderson says about 70 percent of how individuals age is related to the lifestyle choices they make. Join us and hear new insights about how to cultivate lifelong health.

Additional conference sessions cover a range of topics. Discover everything you need to know about these important aspects of retirement:

  • Social security
  • Income planning
  • Emotional well-being
  • Health and medical coverage
  • Exceptional benefits offered to UK retirees!

Friday, October 12, 2018

7:30am - 4:30pm

Keynote

Optimistic Aging: Staying on Course for Your Retirement Adventure

How do you cultivate lifelong health? Margit offers inspiring tips from her award-winning book entitled Optimistic Aging.

Margit Cox Henderson, Ph.D.

Author and Licensed Clinical Psychologist

Agenda

Friday, October 12, 2018

7:30am - 8:30am Light breakfast
8:30am - 9:45am What Can I Expect from Social Security?

Lyman "Russ" Russell

Hear an overview about Social Security and learn how benefits are calculated. In this session, you’ll also gain more perspective about the idea of the "right" age to retire. 

This session was not recorded, but please visit the social security website for planning resources including a retirement estimator.

9:45am - 10:00am Break
10:00am - 11:00am How to Plan for Retirement Income

Todd Macaulay

Financial planning can seem daunting, but it doesn’t have to be. This presentation shares pros and cons to common questions about annuities and more financial decisions around retirement. Watch the video >

11:00am - 11:30am Break
11:30am - 1:00pm
Keynote Luncheon
Optimistic Aging: Staying on Course for Your Retirement Adventure

Margit Cox Henderson, Ph.D.

How do you cultivate lifelong health? Margit offers inspiring tips from her award-winning book entitled Optimistic Aging.

Watch the video >

1:00pm - 1:15pm Movement Break

Carol Watson

1:15pm - 1:30pm Break
1:30pm - 2:15pm Life After Retirement: Start Planning Now

Ann Bassoni, LCSW

What are you looking forward to? When planning for retirement, it’s usually about finances. We recommend planning for more than just money. This session offers inspiration and fun ideas to consider. Watch the video >

2:15pm - 2:30pm Break
2:30pm - 3:30pm Healthcare Considerations when Planning for Retirement

Hope Manion 

While you're planning, it can be helpful to consider national trends such as the rising cost of healthcare. Learn about what else is important to keep in mind.  Watch the video >

3:30pm - 4:30pm University of Kentucky Health Benefits for Retirees

Hannah Farmer

Terri Kantazar, MSW

Lucy Wells RPh

We offer exceptional benefits to employees and retirees, such as our popular prescription cost-savings benefit. To get a better idea of what health benefits will be available to you, we’ll share an overview about a few related factors, such as early vs. regular retirement. Watch the video >

Our Speakers

Lyman "Russ" Russell

Lexington District Manager, Social Security Administration

Read more about Russ

Todd Macauley

Certified Financial Planner and Accredited Investment Fiduciary
Financial Well-Being Officer, University of Kentucky HR Benefits

Schedule an appointment  

Carol Watson

MoveWell Aerobics Teacher, University of Kentucky HR Health and Wellness

Learn more about wellness at UK 

Ann Bassoni, LCSW

Licensed Clinical Social Worker Counselor, University of Kentucky HR Work+Life Connection

Schedule an appointment  

Hope Manion

Chief Health & Welfare Actuary, Fidelity Benefits Consulting

Read more about Hope

Hannah Farmer

Retirement Officer, University of Kentucky HR Benefits

Email Hannah  

Terri Kanatzar, MSW

Retirement Officer, University of Kentucky HR Benefits

Email Terri  

Lucy Wells, RPh

Know Your Rx Coalition Clinical Director, University of Kentucky HR Benefits

Speak to a pharmacist: (859) 218-5979