2024 Financial Planning Awareness & Pre-Retirement Seminars - March 5, 20, 26 and 28, 2024


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, all sessions, except the Social Security Administration, will be available for on-demand viewing, soon after the event has concluded.  None of the sessions will be streamed live.

Schedule

Tuesday, March 5, 2024

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 after event

SEHP webpage

PowerPoint Slides

Health Coverage Presentation

Wednesday, March 20, 2024

TIAA- Live with confidence in Retirement: 5 Steps to creating your retirement income plan.

9:00 – 11:00 (Big 12 Room, Level 5, Kansas Union) 

If you’re thinking about making the transition to retirement, this workshop is essential for understanding how to create an income plan that helps you maximize your savings. In five steps you’ll learn how different sources of income work, how to build your strategy for lifetime income and what to consider when planning withdrawals from your retirement assets.

Presenter: TIAA Representative

*Session will be available for on-demand viewing after event

Handouts - Creating an Income Plan(pdf), Retirement Expense Income Worksheet(pdf)

TIAA Presentation

The KU Endacott Society Introduces Voices of Experience

11:00 – 11:10 (Big 12 Room, Level 5, Kansas Union) 

The KU Endacott Society is an educational and social organization of retired faculty and staff of KU. 

Presenter: David Mannering, current president and Kevin Boatright, president Elect

Endacott Society Website

Endacott Society Presentation   

Retirement Questions Answered - Panel

1:00 – 3:00 (Big 12 Room, Level 5, Kansas Union)

Questions about retirement and retirement planning?  Participants in the Kansas Board of Regents Mandatory and/or Voluntary plans are invited to attend and ask the panel questions on retirement. 

KPERS members are encouraged to attend, and ask questions at the KPERS presentation on Tuesday, March 26, 2024 at 9am. 

Presenters:  Byron Blaine – TIAA, Julie Kirkland – Voya, Melissa Cole – KU Benefits, KPERS 457 - Arlen Zentner

*Session will be available for on-demand viewing after event

Retirement Panel Presentation

Tuesday, March 26, 2024

KPERS Benefits in Retirement

9:00 – 11:00 (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 after event

KPERS website

KPERS Pre-Retirement Planning Guide (pdf) 

Working After Retirement (pdf)

KPERS 457 - Benefits of Enrolling and Retirement Readiness

1:00 - 3:00 (Big 12 Room, Level 5, Kansas Union)

Presenter: Arleasha Mays / KPERS 457 Plan Retirement Counselor

*Session will be available for on-demand viewing after event

 

Thursday, March 28, 2024

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 after event concludes

Handout - available by March 15

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 after event concludes

Handout - available by March 15