Preparing for Retirement and Creating Your Retirment Paycheck

Sessions are specific to BSD and SOM Track faculty and appropriate for all ranks as we will go over resources across the career and life cycle. Learn more about policy, procedure, and implementation of the retirement process.  We will also discuss strategies for earning and creating a steady paycheck in retirement by utilizing a tax efficient strategy to distribute your assets from investment accounts (IRAs, 401Ks, CDs, etc.), optimizing Social Security, and leveraging your pension benefits.

  • SOM Track Faculty:  Tuesday, August 7, 2018 from 12:00 – 1:30pm
  • BSD Track Faculty:  Tuesday, August 14 2018 from 12:00 – 1:30pm

Both sessions are held at the Gordon Center for Integrative Science (929 E. 57th St.), Room W300/301
Lunch is provided.

RSVP: Financial Planning Sessions