Preparing for Retirement and Creating Your Retirement 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:  Monday, November 18, 2019 from  4:30 – 6:00pm, Billings, Room A-111

Refreshments will be provided at the 4:30pm session.
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Previous sessions:
BSD Track Faculty:  Wednesday, September 25, 2019 from 12:00 – 1:30pm, Cummings Life Sciences Ctr, Room 119 (920 E. 58th)
SOM Track Faculty:  Monday, September 30, 2019 from 12:00 – 1:30pm, Billings, Room A-111