Southeastern Synod ELCA

On the Road to Retirement - Portico Online For Single Plan Members Only

Tuesday, September 17 2019 - 10:00 AM to Tuesday, September 17 2019 - 7:00 PM

Join us for Portico's Online Pre-Retirement Seminar pilot exclusively for single plan members on Tuesday, Sept. 17, 9 a.m. - 6 p.m. (Central).

We've heard from many plan members who are single, widowed, or divorced that they're seeking retirement planning information that relates specifically to them. With this in mind, we've adapted our popular in-person Pre-Retirement Seminar to better serve a singles-only audience, offering it online to reach as many of our single plan members as possible. Whether you've been flying solo for a while, or it's new to you, let's make retirement planning easier by doing it together.

Participate in the morning session, afternoon session, or both:

  • Morning Session (9 a.m. - 12:30 p.m.): We'll explore topics like creating a sustainable budget, determining how much money you may need to retire, choosing the right investment vehicles for you, and protecting the money you've so diligently saved.
  • Afternoon Session (1:15 p.m. - 6 p.m.): We'll delve into topics like available retirement income sources - including your ELCA Retirement Plan and Social Security, taxes on that income, health care options, and estate planning.
Bring your questions! You'll be able to submit them to the presenters during each session, as well as during the break from 12:30 p.m. - 1:15 p.m. The presenters will do their best to respond live to as many questions as possible during each session; they will respond to any questions not addressed during the sessions by email within two business days.

>Register now for our Online Pre-Retirement Seminar for Singles