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Financial Planning Awareness & Pre-Retirement Planning Seminars

February 27, March 3 & 4, 2020

These are a series of seminars 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 March 11 through March 31, 2020.  None of the sessions will be streamed live.

Schedule

Thursday, February 27, 2020

Wills, Trusts & Estate Planning

9:00 – noon (Alderson Auditorium, Level 4, 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.

Long Term Care

1:30 – 3:30 (Alderson Auditorium, Level 4, 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

Tuesday, March 3, 2020

KPERS Benefits in Retirement

9:00 - 11:30 (Alderson Auditorium, Level 4, 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)

Handout

Video -- Will be available for on-demand viewing through March 31, 2020

KPERS website

KPERS Pre-Retirement Planning Guide 

KPERS Working after Retirement

VOYA - Financial Wellness and What Does History Tell Us about the Market

1:00 - 3:30  (Alderson Auditorium, Level 4, Kansas Union)

Keeping your money in the market in uncertain ecomonic times.  The ups and downs of the market can be downright stressful -- but don't panic.  This isn't as unusual as you may think.  Why should you consider staying put.  How to deal with stress that can be associated with dealing with the market.  What you can do to stay focused and lastly, where to go from here.

Wednesday, March 4, 2020

 Social Security Benefits in Retirement*   

9:00 - 11:30 (Alderson Auditorium, Level 4, 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

my Social Security How to Create an Online Account

When to Start Receiving Retirement Benefits

Social Security website

Health Insurance after Retirement

1:00 – 3:30 (Alderson Auditorium, Level 4, Kansas Union)

Continuation of the State of Kansas health insurance plans after retirement.

Presenter: KU Benefits Office

Video -- Will be available for on-demand viewing March 11 - 31, 2020

PowerPoint

SEHP webpage

Senior Health Insurance Counseling for Kansas (SHICK)

Video --

 

Sponsored by:

Human Resource Management, Benefits Office
Room 150, Carruth-O'Leary Hall
785/864-4946  http://www.humanresources.ku.edu/

 


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