2026 Financial Planning Awareness & Pre-Retirement Seminars - March 10-12, 2026
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 after the event has concluded. None of the sessions will be streamed live.
Tuesday, March 10, 2026
KPERS Benefits in Retirement
9:00 - 11:00 (Big 12 Room, 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)
Video - COMING SOON!
Social Security Benefits in Retirement
1:00 – 3:00 (Big 12 Room, 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
Wednesday, March 11, 2026
Wills, Trusts & Estate Planning
9:00 – noon (Big 12 Room, Kansas Union)
Overview of estate planning, probate, wills, trusts, living trusts and taxes, and planning for incapacity.
Presenter: Craig C. Reaves, J.D., CELA, Complete Estate & Probate Law, LLC
Handout - COMING SOON!
Video - COMING SOON!
Long Term Care
1:00 – 3:00 (Big 12 Room, 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, Complete Estate & Probate Law, LLC
Handout - COMING SOON!
Video - COMING SOON!
Thursday, March 12, 2026
Health Insurance after Retirement
9:00 – 11:00 (Big 12 Room, Kansas Union)
Continuation of the State of Kansas health insurance plans after retirement.
Presenter: KU Benefits
Video - COMING SOON!
Plan for Your Retirement Income - TIAA
1:00 - 3:00 (Big 12 Room, Kansas Union)
Discussions of actions that employees can take today to help achieve their retirement goals.
Presenter: Justin Pierce, TIAA
Video - COMING SOON!