2016 Making the Most of Your Retirement Conference

October 14, 2016 at Embassy Suites on Newtown Pike


Final Agenda

Click here to download the conference program, which includes an agenda and speaker bios. Some of the conference presentations are available below in PDF format.


8:00 a.m. - 9:00 a.m.: Check-in and Continental Breakfast

9:00 a.m. - 10:15 a.m.: What Can I Expect from Social Security? (Russ Russell, Social Security Administration)

10:15 a.m. - 10:30 a.m.: Break - Visit Exhibitors

10:30 a.m. - 11:30 a.m.: UK Retirement Health Benefits (Hannah Brady, Terri Kanatzar & Lucy Wells, UK Benefits)

11:30 a.m. - 12:00 p.m.: Break - Visit Exhibitors

12:00 p.m. - 1:30 p.m.: Lunch & Keynote Presentation, "Unlucky 13 - The 13 Most Common Estate Planning Errors" (Janet Bandera, TIAA)

1:30 p.m. - 2:00 p.m.: Break - Visit Exhibitors

2:00 p.m. - 2:45 p.m.: Preparing for Retirement (Chris Perry and Mike Fischer, Fidelity Investments)
Fidelity is not permitted to share the conference presentation online but have provided these resources:
Fidelity Retirement Planning Resources
Retirement Income Planning Webcast

2:45 p.m. - 3:00 p.m.: Break - Visit Exhibitors

3:00 p.m. - 4:00 p.m.: Retirement Income Planning 201(Todd Macaulay, UK Benefits)


Exhibitors

  • AARP
  • Anthem
  • Donovan Fellowship for Academic Scholars
  • Fidelity Investments
  • The Club at UK's Spindletop Hall
  • The Hilary J. Boone Center
  • iTN Bluegrass
  • Know Your Rx Coalition
  • Lexington Senior Center
  • The MPM Group
  • Osher Lifelong Learning Institute at UK
  • Sanders-Brown Center on Aging
  • Social Security Administration
  • TIAA
  • UK HR Benefits
  • UK Federal Credit Union
  • UK HR Health & Wellness
  • UK HR STEPS (Temporary Employment)
  • UK HR Work-Life
  • United Way