Retirement & Financial Wellness Workshops

2022 Virtual Retirement Workshops

March 17, 2022 at 2:00 p.m. - Navigating Market Volatility during
the Russia/Ukraine Conflict -BONUS Webinar from TIAA

The ongoing invasion of Ukraine has created a humanitarian crisis and has contributed
to rising uncertainty and market volatility. Hear from Nuveen Chief Investment Strategist
Brian Nick as he provides an outlook on what’s happening in the markets right now and
what to expect in the coming weeks.

As always, On Demand viewing of the webinar will be available for 90 days after the live event.  To listen to the On Demand recording all that is needed is to register at any time using the below link.      

March 28, 2022 at 12:00-1:00 p.m. - The USI Retirement Offering with Wendy Seitz, USI Benefits

This live workshop is ideal for USI employees eligible for USI medical, dental and life retirement benefits. Learn about USI’s retirement policy offerings, who is eligible and the transition process from an active employee to a retiree status. Since this is a live interactive workshop, it will not be recorded. SLIDES

March 30, 2022 at 12:00 - 1:00 p.m. - Medicare Workshop with Susan Spilly, SHIP

This live workshop is ideal for USI employees and/or their loved ones planning to retire in 5-10 years OR anyone wanting to learn more about Medicare. Learn the basic parts of Medicare, Medicare enrollment periods, premiums and how to contact Medicare. Since this is a live interactive workshop, it will not be recorded. SLIDES

April 1, 2022 at 12:00-1:00 p.m. - Getting a Head Start on your Future with Michael Dooley, TIAA 

This live workshop is ideal for USI employees on the TIAA plan(s) with 10+ years until retirement. Participants will learn about the retirement plans offered, the advantages of participating in the retirement plans and how to create a retirement strategy. Workshop is recorded and available for 90 days after the recording if you register. 

April 4, 2022 at 12:00-1:00 p.m. - Paying Yourself: Income Options in Retirement with Michael Dooley, TIAA 

This live workshop is ideal for USI employees on the TIAA plan(s). Learn ways to simplify retirement income. Learn about the basic rules that govern the most common retirement accounts. Gain perspective on when to tap into different assets and discover the flexible income choices TIAA offers. Workshop is recorded and available for 90 days after the recording if you register. 

April 6, 2022 at 12:00-1:00 p.m. - Understanding Social Security with Charo Boyd, Social Security Administration

This live workshop is ideal for USI employees and/or their loved ones planning to retire in 5-10 years OR anyone wanting to learn more about Social Security. Learn how to apply for Social Security Income and learn how age and wages effect your benefit amount. Learn about when you can work and receive benefit, survivor and disability. Since this is a live interactive workshop, it will not be recorded. SLIDES

April 8, 2022 at 12:00-1:00 p.m. - PERF Workshop: Fundamentals of INPRS with Michael Rust, INPRS (PERF)

This live workshop is ideal for USI employees that are Public Employees’ Retirement Plan (PERF) participants. Learn about your PERF plan, updating your account, retirement eligibility, annuity and defined benefit (pension) payment options. Since this is a live interactive workshop, it will not be recorded. SLIDES

Do you need an individual appointment?

INPRS (PERF) Individual Appointments
Do you have specific questions about your Public Employees’ Retirement Plan? The individual meeting is ideal for USI employees who are within 6 months of retirement. Employees can call 888-286-3544 or click "register" below to schedule an individual appointment. Be sure to request a Retirement Benefit Estimate prior to the appointment. Employees should have their retirement application available as well. 

TIAA Individual Appointments
Do you have specific questions about your TIAA’s Retirement Plan? Individual meetings are ideal for employees that have questions about rollovers, how to invest or guidance on the right plan in which to contribute. Call 1-800-732-8353 or click "register" below to schedule an individual appointment. At this time TIAA is still only conducting virtual meetings.