Whether you are just beginning to plan for your retirement future or are nearing a retirement date, this event aims to support you in your planning. Being informed about retirement planning is crucial for us all, and this event can help you in making well-informed decisions about your retirement planning journey.
All presentations are virtual, via zoom. One-on-one meetings are offered on a first-come, first-served basis. Sessions will not be recorded due to vendor restrictions. All times listed are Mountain Standard Time (MST).
| Date/Zoom Link | Time | Topic | Presenter |
|---|---|---|---|
| Monday, February 5 Zoom link |
11:00 am | Retirement Basics Presentation Information |
Teo Ngatuvai, Fidelity |
| 12:00 pm | Investing for Beginners Presentation Slides |
Zac Huish, HUB | |
| 1:00 pm | Getting a Head Start (Understanding your Utah State Retrement Plan/Roth vs. Pre-tax) | Kelton Lawson, TIAA | |
| Tuesday, February 6 Zoom link |
9:00 am | Income Options in Retirement Retirement Expense & Income Worksheet |
Nathan Garner, TIAA |
| 10:00 am | Health Savings Accounts | Brady Hunsaker, Fidelity | |
| 11:00 am | Economic and Market Update 2023 Fourth Quarter Economic and Market Update |
Zac Huish, HUB | |
| Wednesday, February 7 Zoom link |
11:00 am | Estate Planning Basics | Greg Marsh, TIAA |
| 12:00 pm | Understanding your Tier 1 Retirement Benefits | Ben Smedley, URS | |
| 1:00 pm | Understanding your Tier 2 Retirement Benefits | Ben Smedley, URS | |
| Thursday February 8 Zoom link |
9:00 am | Medicare Basics Presentation Slides |
Tina Perini, Medicare Retiree Specialist |
| 10:00 am | Learn the Basics of When and How to Claim Social Security Presentation Slides |
Nathan Cole, Social Security Administration | |
| 11:00 am | Prepare for the Reality of Health Care in Retirement | Brady Hunsaker, Fidelity | |
| Friday, February 9 | 9:00 am - 4:00 pm | 1:1 Meetings with Employees | Nathan Garner, TIAA - HR Main Conference Room Schedule a Meeting |
| 9:00 am - 4:00 pm | 1:1 Meetings with Employees | Teo Ngatuvai & Brady Hunsaker, Fidelity - Virtual Schedule a Meeting |
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| 9:00 am - 4:00 pm | 1:1 Meetings with Employees | Russ Bulloch, URS - Aggie Conference Room Schedule a Meeting |
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| 9:00 am - 4:00 pm | 1:1 Meetings with Employees | Zac Huish, HUB - HR Office, Room 106 Schedule a Meeting |