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EVENT DETAILS

Where will we be and when?

Event Name: Ulbrich Steel Retirement Planning session Educating employees on Pension Termination Planning-Session 2
Event Date: 9/6/2018
Event Time: Starts: 8:30 AM   Finishes: 3:30 PM
Where: Chicago, IL
Event Details:

Session 2: (Three 90-Minute Sessions): 8:30 to 10 A.M., and 10:30 to noon, and 2 P.M. to 3:30 P.M.)

        This session will first focus on Social Security collecting strategies. For middle income retirees, when they choose to collect Social Security is within the top 3 most important choices they'll make to assure a financially secure retirement. We'll devote this session to help employees formulate the best strategy for them. This will include understanding the financial implications of collecting early, spousal benefits, widows' benefits, and how the earning's test works if they decide seek employment.

  We'll also review Medicare with its various parts and the coverage each provides. We'll also consider when to enroll to avoid penalties. Also, we'll consider the various insurance options available to supplement Medicare and how to go about selecting one that's right for you and your family. Likewise, we'll consider what needs to be done if you remain as a dependent on your spouse's health insurance