PPT-Planning for Retirement:

A Timeline for Action University Payroll and Benefits UPB Customer Service February 20 2016 Urbana Human Resources UPB Customer Service Retirement Planning Mark McGiles Assistant Manager . One thing that we can all agree on is that were healthier and living longer so our retirement savings need to go further How much will you need to live comfortably Whats your idea of a comfortable retirement Perhaps its being able to go out for a me Pension and Retirement Planning Overview . Chapter 1. Chapter 1: Overview. Business opportunities in the pension field. What types of plans are available?. Why have tax-advantaged retirement plans?. From the employee’s perspective. The new you. Retirement Planning. End of key phase. Beginning of new phase. OPPORTUNITY. to live your remainder of life . DREAM. . childhood. adolescence. adulthood. retirement. old age. Traditional view of life. Presented by:. Lissa. M. Benton. Financial Services Professional. Property & Casualty Broker. Agenda. What is financial planning?. Your professionals. Asset Protection. Strategic Tax Planning. Estate Planning. with Voluntary Pension Schemes (VPS). 1. 2. The Need for Retirement Planning. 3. 4. The Need for Retirement Planning. “. Retirement. ” is a phase of life where one’s source of income ceases. While your INCOME stops, your EXPENSES don’t !. seminar. Susan Hoel – Human Resources / Benefits. 612-348-9075 . 12/2014. Agenda. County Benefits. . Sue Hoel 8:00 – 10:00 a.m.. Break. : . 10:00 . – . 10:15 a.m. .. . PERA . Phil Coleman . Are You Prepared for Your Financial Future?. Pinpoint your specific problem areas. Highlight steps to turn things around. Bad Saving Habits. More than half (54 percent) of Americans have not been able to save any of their income in the past year. Lecture for FIN 352. Professor Dow. CSUN. 2016. The . situation (from the . last . presentation). Save and invest money until retirement (the accumulation phase). Once retired, withdraw money from investment accounts . Young Professional. Dr. Alex . “Uncle Al” White. CALS, Dairy Science. moneyguy@vt.edu. Retirement . planning overview. Tax benefits of qualified retirement accounts. Basic retirement planning calculations. April 29, . 2017. Objectives. Provide insight and suggestions to enhance your retirement planning . Suggest a timeline of actions to take in the years leading up to your retirement . AHR:. Academic Human Resources. Richard C. Shelton, M.D.. James G. Blakemore Research Professor. Vice Chair for Clinical Research. Department of Psychiatry. Professor, Departments of Pharmacology and Psychology. Vanderbilt University. Imagine your client as a house.. Most of the times, all the doors and windows are locked. It is very difficult to get inside to build a relationship, identify needs and recommend solutions.. But, every once in a while, something comes about that will cause a door to open. Something happens where a client needs to make a financial decision. If you know when that door is going to open, you can walk in and help them identify their need and present your solutions.. Chapter 15 Retirement Planning Professor Payne, Finance 4100 Learning Objectives Understand the changing nature of retirement planning. Set up a retirement plan. Understand how different retirement plans work. Retirement is a milestone that many people look forward to as the reward for a lifetime of hard work. Retirement