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.