Retirement
Planning for Retirement
Experts tell us that successful retirements don’t just happen—they are the result of careful attention and planning.
You will learn to:
- Create a clear retirement philosophy
- Develop a solid investment plan
- Identify your social-security entitlements and University benefits
- Become aware of legal issues and how they impact your retirement
- Maximize the potential of your retirement funds
You will benefit by:
- Gaining a clear sense of how to plan for your own retirement
- Better understanding of financial prospects
- Understanding the legal issues that arise in retirement
Audience:
All faculty and staff members who are within ten years of retiring
Program note:
Your spouse or partner may attend with you, please call HRD at (734) 764-7410 to notify us if your spouse or partner will be attending with you.
Schedule Selection(s) |
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Cost: No Fee |
Dates: Coming Fall 2008 -- Sign up for the CBD list and you will be notified of future offerings when they are scheduled |
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Financial Planning Courses Available From Other Vendors
Information regarding the different benefit vendors can be obtained through the Benefits Office website at: http://www.umich.edu/~benefits/contact/phone.htm. The Benefits Office also publicizes various financial planning educational seminars that may be happening in the local area on their website at: http://www.umich.edu/~benefits/services/education.htm.
Fidelity offers financial and retirement planning consultations, workshops, and services. Further information can be obtained by calling 1-800-642-7131 or by visiting their website at: http://www.fidelity.com/atwork/reservations.
TIAA-CREF offers financial planning and retirement planning courses and services. Further information can be obtained by calling 1-800-842-2044 or by visiting their website at: http://www.tiaa-cref.org/moc.
