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- 1Yale University Retirement Planning Webinar for Faculty/Staff-Session 312:00 pm - 1:30 pmSession 3: Retirement Income Planning: Managing your retirement investment planning strategy during retirement. Advantages and Disadvantages of various Retirement Income Planning Approaches. How the equity in your home and an annuitizing strategy could allow your income to last your lifetime, keep pace with inflation, , ...
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- 6Suffolk University Webinar for Faculty/Staff-Retirement 101-Basics of Retirement Planning1:00 pm - 2:00 pmThis introductory webinar will help faculty and staff begin their retirement planning journey by helping them calculate how much they may need to afford to retire. We next help them develop a savings and investment plan to reach these objectives. We’ll review the importance of starting early and setting investment prio , ...Yale University Retirement Planning Webinar for Faculty/Staff-Session 15:00 pm - 6:30 pmSession 1: Basics of Financial/Retirement Planning: Key concepts and approaches necessary to ensure a financially secure retirement. How to critically evaluate your financial options. Getting organized: Creating and identifying ways to improve your Cash Flow and Balance Sheets. Identifying if you’re on Track to Affor , ...
- 7Yale University Retirement Planning Webinar for Faculty/Staff-Session 25:00 pm - 6:30 pmSession 2: Income Tax Planning for Retirement: Methods to pay income taxes in Retirement: withholding from various income sources versus pay estimated taxes. Advantages and disadvantages of each method. Social Security Retirement Benefits: How do they calculate my Retirement Benefits. How soon before retiring should I , ...
- 8Amherst College Retirement Planning Webinar for Faculty/Staff-10 Years Away12:00 pm - 1:00 pmCountdown to Retirement: 10 years Away The workshop identifies activities that should be completed 10 years before retirement. Attendees will receive a game plan for identifying tasks they need to complete as they approach retirement, including: creating a Cash Flow and Net Worth Statement, identifying their retir , ...Yale University Retirement Planning Webinar for Faculty/Staff-Session 35:00 pm - 6:30 pmSession 3: Retirement Income Planning: Managing your retirement investment planning strategy during retirement. Advantages and Disadvantages of various Retirement Income Planning Approaches. How the equity in your home and an annuitizing strategy could allow your income to last your lifetime, keep pace with inflation, , ...
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- 14Suffolk University Webinar for Faculty/Staff-Comparing Roth vs. Traditional IRAs2:00 pm - 3:00 pmThough IRAs (Individual Retirement Accounts) have been around for decades, many don’t know the differences between the two types of IRAs (Traditional and Roth) and which one may suit them best. The preferred type of IRA may change over time as life circumstances change. This workshop will describe each type of IRA and , ...Yale University Graduate Students Webinar on IRAs (Traditional vs. Roth)5:30 pm - 6:30 pmThough IRAs (Individual Retirement Accounts) have been around for decades, many don’t know the differences between the two types of IRAs (Traditional and Roth) and which one may suit them best. The preferred type of IRA may change over time as life circumstances change. This workshop will describe each type of IRA and , ...
- 15BYK-Gardiner Group Webinar for Employees12:00 pm - 1:00 pmMedicare and Health Insurance Planning: Medicare: Parts A and B. Costs involved. Are there “Gaps in Coverage”? When to Apply and penalties for not applying at the “right time.” How do Medi-gap policies or Medicare Advantage plans may fit in? How to Compare policies? What about prescription drug coverage (Part D) , ...
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- 20Yale University Retirement Planning Webinar for Faculty/Staff-Session 112:00 pm - 1:30 pmSession 1: Basics of Financial/Retirement Planning: Key concepts and approaches necessary to ensure a financially secure retirement. How to critically evaluate your financial options. Getting organized: Creating and identifying ways to improve your Cash Flow and Balance Sheets. Identifying if you’re on Track to Affor , ...
- 21Yale University Retirement Planning Webinar for Faculty/Staff-Session 212:00 pm - 1:30 pmSession 2: Income Tax Planning for Retirement: Methods to pay income taxes in Retirement: withholding from various income sources versus pay estimated taxes. Advantages and disadvantages of each method. Social Security Retirement Benefits: How do they calculate my Retirement Benefits. How soon before retiring should I , ...
- 22Yale University Retirement Planning Webinar for Faculty/Staff-Session 312:00 pm - 1:30 pmSession 3: Retirement Income Planning: Managing your retirement investment planning strategy during retirement. Advantages and Disadvantages of various Retirement Income Planning Approaches. How the equity in your home and an annuitizing strategy could allow your income to last your lifetime, keep pace with inflation, , ...
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- 24Hackley School Retirement Planning Webinar for Faculty/Staff-Session 110:30 am - 12:00 pmSession 1: Basics of Financial/Retirement Planning: Key concepts and approaches necessary to ensure a financially secure retirement. How to critically evaluate your financial options. Getting organized: Creating and identifying ways to improve your Cash Flow and Balance Sheets. Identifying if you’re on Track to Affor , ...
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- 27Amherst College Retirement Planning Webinar for Faculty/Staff-5 Years Away12:00 pm - 1:00 pmCountdown to Retirement: 5 Years Away The workshop identifies activities that should be completed 5 years from Retirement. Attendees will receive a game plan for identifying tasks they need to complete 5 years before retirement, including: Reconfirming if they continue to be on track to afford to retire, continui , ...
- 28Suffolk University Webinar for Faculty/Staff-Basics of Investing1:00 pm - 2:00 pmThere are risks associated with all investments. What’s surprising to many is that retirees will generate most of their life-time return on their portfolios after they retire. This means that faculty and staff and retirees must be engaged in the investment planning process. This session will help employees learn which , ...
- 29Amherst College Retirement Planning Webinar for Faculty/Staff-1 Year Away12:00 pm - 1:00 pmCountdown to Retirement: 1 year Away The workshop identifies activities that should be completed one-year prior to retirement, including: reconfirming that they can afford to retire, developing a Social Security Collecting Strategy, learning the best way to pay income taxes in retirement, knowing when to sign up f , ...
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- 31Hackley School Retirement Planning Webinar for Faculty/Staff-Session 210:30 am - 12:00 pmSession 2: Income Tax Planning for Retirement: Methods to pay income taxes in Retirement: withholding from various income sources versus pay estimated taxes. Advantages and disadvantages of each method. Social Security Retirement Benefits: How do they calculate my Retirement Benefits. How soon before retiring should I , ...
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