2024 Employee Retirement Fair
Plan Your Future at the 2nd Annual Retirement FairAre you prepared for your retirement journey? Whether you are just starting out, mid-career, or ready to retire soon, the 2024 Employee Retirement Fair at Weber State University has something for everyone! This event offers tailored sessions to help you build a strong financial future and navigate key retirement decisions.
- Date: Wednesday, November 20 & Thursday, November 21
- Time: 10:00 am - 3:00 pm, sessions start on the hour
- Location: Student Union
- Registration: Please register on Training Tracker: 850 series
What to Expect:
- Nine presentations covering retirement planning topics, Medicare, Social Security, and investment strategies.
- Representatives from TIAA and URS on-site for personalized retirement guidance.
- PEHP available for Medicare inquiries.
Take charge of your financial future—whether retirement is a distant dream or just around the corner!
Educational Classes: We have tailored our classes to meet your specific needs at every stage of your career. Classes will be categorized into three tracks:
- Early Career: Designed for those just starting their professional journey, these sessions will focus on setting a strong financial foundation for retirement.
- Middle Career: For those in the middle of their careers, these classes will delve into strategies for optimizing your retirement savings and investments.
- Late Career: If you're nearing retirement age, these sessions will provide guidance for transitioning to retirement, maximizing Social Security benefits, and more.
-
Early Career / All Career Level Classes
Take Control of Your Financial Life: 5 steps to managing your money and debt
- Learn how to manage money, uncover how to set goals, balance your budget and use debt wisely. With the know-how you need and a little determination, you can put yourself on the path to greater lifelong financial security.
- Training Tracker #850-12
- Wednesday, November 20
- 12:00 - 12:50 pm
- Can't make this session? View similar presentations here: TIAA Webinar Lounge
Invest for Success: 5 principles you need to know
- No matter where you are in your career journey, this webinar can help you understand the key principles of investing for retirement. From compounding to taxes to choosing investments, you’ll learn that how you invest for retirement is just as important as how much you save.
- Training Tracker #850-13
- Thursday, November 21
- 12:00 - 12:50 pm
- Can't make this session? View similar presentations here: TIAA Webinar Lounge
-
Mid Career Classes
WSU Retirement and Early Retirement Programs
- What do you know about the Early Retirement program? Attend this presentation to learn about this great benefit provided by Weber State University. You will walk away knowing who can apply, how to apply, and who to contact for further details.
- Training Tracker #850-07
- Wednesday, November 20
- 10:00 - 10:50 am
- Can't make this session? Contact Bethany Rasmussen (bethanyrasmussen@weber.edu, 801-626-7230) if you have additional questions about early retirement or retirement perks through Weber State.
Make the Move Toward Long-Term Financial Security
- For anyone halfway down the road to retirement, this webinar is a critical checkpoint. It takes you through the keys to successful money management, how to juggle competing financial demands and retirement saving strategies that can help put you on the path to lifelong financial security.
- Training Tracker #850-11
- Wednesday, November 20
- 11:00 - 11:50 am
- Can't make this session? View similar presentations here: TIAA Webinar Lounge
Invest for Success: 5 principles you need to know
- No matter where you are in your career journey, this webinar can help you understand the key principles of investing for retirement. From compounding to taxes to choosing investments, you’ll learn that how you invest for retirement is just as important as how much you save.
- Training Tracker #850-13
- Thursday, November 21
- 12:00 - 12:50 pm
- Can't make this session? View similar presentations here: TIAA Webinar Lounge
-
Late Career Classes
WSU Retirement and Early Retirement Programs
- What do you know about the Early Retirement program? Attend this presentation to learn about this great benefit provided by Weber State University. You will walk away knowing who can apply, how to apply, and who to contact for further details.
- Training Tracker #850-07
- Wednesday, November 20
- 10:00 - 10:50 am
- Can't make this session? Contact Bethany Rasmussen (bethanyrasmussen@weber.edu, 801-626-7230) if you have additional questions about early retirement or retirement perks through Weber State.
Medicare Basics
- Join PEHP as we discuss Medicare basics, including eligibility, enrollment periods, penalties, and the pros and cons of enrolling in or delaying your Medicare coverage if you plan to work past age 65. We’ll also talk about PEHP’s Medicare Supplement medical, dental, vision, and Part D plans and how they work with your Original Medicare. Receive helpful tips to consider when preparing for Medicare enrollment, in addition to Medicare and PEHP resources for more information.
- Training Tracker #850-04
- Wednesday, November 20
- 1:00 - 1:50 pm
- Can't make this session? View a similar presentation here: PEHP Medicare Basics Additional resources: Medicare.gov, Medicare Options
Tier 1 Near Retirement
- This presentation will focus on what URS members should be aware of when nearing retirement, including how the pension and savings plans work, the specific steps members should take within five years of retirement, and post-retirement considerations.
- Training Tracker #850-03
- Thursday, November 21
- 10:00 - 10:50 am
- Can't make this session? View a similar presentation here: Understanding Your Pension
Write Your Next Chapter- 5 Steps to Setting Your Retirement Date
- For anyone starting to think seriously about when to retire, this webinar takes you through five steps to deciding when the time is right, including estimating retirement expenses, closing any income gap and understanding key milestones that can impact your retirement finances.
- Training Tracker #850-09
- Thursday, November 21
- 11:00 - 11:50 am
- Can't make this session? View similar presentations here: TIAA Webinar Lounge
Social Security 101
- Understanding your Social Security Benefits- This session will cover many of the most common retirement questions including eligibility for retirement, how age affects retirement benefits, and how work affects retirement benefits.
- Training Tracker #850-02
- Thursday, November 21
- 12:00 - 12:50 am
- Can't make this session? View a similar presentation here: Social Security Basics
Transitioning Into a Healthy Retirement
- The journey from working to retiring is one of life’s biggest transitions, even for those who think they have planned for every aspect. But, people prepare for and experience retirement in different ways. There is no “right” way that works for everyone headed into their golden years. This presentation discusses dreams, fears, concerns, and emotional issues associated with major life changes and other aspects of retirement.
- Training Tracker #850-01
- Thursday, November 21
- 1:00 - 1:50 pm
