IMPORTANT
RetireWise Session 4: Making the most of what you have
Estate planning basics, government & employer benefits
Tuesday, August 25, 2020 · 3 - 4 PM
Online
From budgeting and building an emergency fund to determining your investment options and creating a will, there’s something for everyone to learn in this MetLife four-part financial education series.
Session 4: Making the most of what you have
August 25, 2020
3:00 - 4:00 PM EST
Registration Required - Register in myUMBC
Please Note: Zoom Link will be sent to registered participants prior to the webinar. Questions? Contact hrbenefits@umbc.edu
In Session 4, we will review your benefit offerings to help clarify how they fit into your retirement plans. We will also cover the basics of estate planning, including wills and trusts.
- Your employer’s benefit plans
- Do your employees know what is included in their benefits plan
- Retirement
- Protection
- Legal or other services
- What benefits continue after retirement
- Protecting against unexpected Expenses
- What do government programs provide for retirees and what is not covered?
- Medicare basics
- Long term care
- Retirement readiness
- Understand key readiness tasks for a successful retirement
- Assess retirement readiness checklist
- Estate planning basics
- The basics of trusts, including Special Needs
- Wills
- Healthcare proxy
- Power of attorney
- Estate tax system