2023 Financial Planning Awareness & Pre-Retirement Seminars - April 3rd, 4th & 5th, 2023
This seminar series is designed to help University of Kansas faculty and staff plan for financial security and an enjoyable retirement. Reservations are not required. These seminars are free of charge and open to all University faculty, staff, and their families. These seminars are not intended to provide individual investment advice.
* As noted below, some sessions are available for on-demand viewing April 15 through May 15, 2023. None of the sessions will be streamed live.
Monday, April 3rd, 2023
Social Security Benefits in Retirement*
9:00 – 11:30 (Big 12 Room, Level 5, Kansas Union)
When to apply for benefits, spouse and widow benefits, taxation of Social Security benefits, working after retirement, and Medicare issues.
Presenter: Lawrence Social Security Office
*This session will NOT be recorded for on-demand viewing
Health Insurance after Retirement*
1:00 – 4:00 (Big 12 Room, Level 5, Kansas Union)
Continuation of the State of Kansas health insurance plans after retirement.
Presenter: KU Benefits
*Session will be available for on-demand viewing April 15 through May 15, 2023
Tuesday, April 4th, 2023
KPERS Benefits in Retirement*
8:30 – 10:30 (Big 12 Room, Level 5, Kansas Union)
Requirement for age and years of service at retirement, computing your benefit, partial lump sum income option, survivor options, taxes, working after retirement, buyback options, and new legislation.
Presenter: Kansas Public Employees Retirement System (KPERS)
*Session will be available for on-demand viewing April 15 through May 15, 2023
KPERS Pre-Retirement Planning Guide (pdf)
Working After Retirement (pdf)
KPERS 457 New Online Personal Experience*
10:30 – 11:30 (Big 12 Room, Level 5, Kansas Union)
Overview of the KPERS 457 voluntary deferred compensation retirement plan and updates to the website highlighting tools and resources for your current and retirement financial wellness.
Presenter: Thomas Willenborg/ KPERS 457 Plan Retirement Counselor
*Session will be available for on-demand viewing April 15 through May 15, 2023
Plan for Your Retirement Income - VOYA *
1:00 – 3:30 (Big 12 Room, Level 5, Kansas Union)
Discussions of actions that employees can take today to help achieve their retirement goals.
Presenter: Ted Simmons/ VOYA Representative
*Session will be available for on-demand viewing April 15 through May 15, 2023
Wednesday, April 5th, 2023
Wills, Trusts & Estate Planning*
9:00 – noon (Big 12 Room, Level 5, Kansas Union)
Overview of estate planning, probate, wills, trusts, living trusts and taxes, and planning for incapacity.
Presenter: Craig C. Reaves, J.D., CELA, ChFC, CLU, Reaves Law Firm, P.C.
*Session will be available for on-demand viewing April 15 through May 15, 2023
Handout - available by April 1
Long Term Care*
1:30 – 3:30 (Big 12 Room, Level 5, Kansas Union)
Overview of what long term care is and how to pay for it. Review long term care insurance policy options, including what to watch for when selecting long term care insurance. Overview of Medicaid eligibility requirements and decisions regarding excess resources.
Presenter: Craig C. Reaves, J.D., CELA, ChFC, CLU, Reaves Law Firm, P.C
*Session will be available for on-demand viewing April 15 through May 15, 2023
Handout - available by April 1