2017 Planning Your Retirement Conference

If your goal is to retire in the next five years, this is the conference for you! 

Friday, October 6, 2017
8:00 a.m. - 4:00 p.m.
Embassy Suites

Thanks to everyone who attended the conference. Please find links to the presentations below that we have permission to distribute. 


Click here to download the conference brochure. 

 

TIME TITLE/SPEAKER
8:00 a.m. - 9:00 a.m. Check-In & Light 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
10:30 a.m. - 11:15 a.m. Retirement Income Planning
     Todd Macaulay, UK Benefits
11:15 a.m. - 11:30 a.m. Break
11:30 a.m. - 12:45 p.m.  Luncheon Keynote - The Decision to Retire
     Lisa Ciccia - Fidelity Investments
12:45 p.m. - 1:00 p.m.  Wellness Exercise 
1:00 p.m. - 1:15 p.m. Break
1:15 p.m. - 2:00 p.m. Life After Retirement: Start Planning Now
     Ann Bassoni, UK Work+Life Connections
2:00 p.m. - 2:15 p.m. Break
2:15 p.m. - 3:00 p.m. Mental Accounting in Retirement
     Diane Garnick, TIAA
3:00 p.m. - 4:00 p.m.  UK Retirement Health Benefits
     Hannah Brady, Terri Kanatzar, Lucy Wells,
     UK Benefits

 


Click here for info from the 2016 conference.