PPT-City of Tacoma Financial Wellness Pre-Retirement Seminar

April 21 2016 Estate Planning Basics Robert D Pentimonti Harlowe amp Falk LLP One Tacoma Avenue North Suite 300 Tacoma WA 98403 Planning for the Eventuality of Death Last Will amp Testament. of. Homeless Encampments. Courtesy of Chris . Ott. , City of Tacoma. Homeless Population. Transients. Squatters. Hobos. Tramps. Vagrants. Bums. Vagabonds. . . "The hobo works and wanders, . . the tramp dreams and wanders, and the bum drinks and wanders." . Kyoung . Tae (KT) . Kim, . Assistant Professor . Department of Consumer Sciences, University of Alabama. Presentation Outline. Research Motivation. Literature Review. Research background. Purpose of this study. e. ducation. Presented by Dr. Christopher S. Rodgers, DBA. Roseman University of Health Sciences. MBA Program. Dr. Rodgers’ Bio. Dr. Christopher S. Rodgers, DBA. is a former Controller and Management Consultant who specialized in strategic planning, budget and financial statement preparation and analysis, cost analysis and control, pre-audits and compliance, staffing analysis and training, and loss prevention for profit and non-profit organizations. . of. Homeless Encampments. Courtesy of Chris . Ott. , City of Tacoma. Homeless Population. Transients. Squatters. Hobos. Tramps. Vagrants. Bums. Vagabonds. . . "The hobo works and wanders, . . the tramp dreams and wanders, and the bum drinks and wanders." . Inc.. Presented By…. [Presenter’s name]. [Presenter’s title]. [Presenter’s name]. [Presenter’s title]. Saving Challenges. ©2013 Standard Retirement Services, Inc. . Jeannie . Greer. Benefits Department. Smarter Living. 2017-2018 . Retirement Eligibility Requirements. Reduced Retirement:. . 1. Age 50 with 20 years of services. 2. Age 60 with 5 years of service . City of Tacoma. Tacoma Police Department. City Council Meeting. October 21, 2014. Ordinance #28253. 2. West End AIA – Voluntary Area Identified . 3. West End Alcohol Impact Area. City of Tacoma. January 2017. 1. The Civil Service Superannuation Fund. Pension and Life Insurance. Retirement Seminar. Pension and Life Insurance Retirement Seminar - Updated January 2017. . 2. The Civil Service Superannuation Board. For Physicians. Basics to Financial Wellness. Michael Weis. Chief Financial Officer. American College of Physicians. 56. % of physicians . admit . to making investment mistakes, such as real estate, stock investment, or . Wespath Benefits & Investments. Workshop objectives. Tools and resources. EY tools and resources. Post-workshop evaluation. EY Financial Planning . Center. ®. . Financial Wellness Action Items. Retirement Wellness VISUALIZE RETIREMENT What are you saving for? Two sides to retirement Source: Retiree Insights 2018 Survey of Consumers Ages 50-59, Greenwald & Associates/The Diversified Services Group What are you saving for?. Two sides to retirement. Source: Retiree Insights 2018 Survey of Consumers Ages 50-59, Greenwald & Associates/The Diversified Services Group . of . preretirees. have made . PLAN | INVEST | PROTECT Voya Financial Fact Sheet $7.3market cap*$7.total AUM and AUA* 13.8customers 6,0 Percentage of normalized adjusted operating earnings before income taxes by segment – y Thomas Buckner. MRS Progra. m. I INTRODUCTION. . “. Effective . Retirement . Programs: Design Features and Financial . Education”. . designing retirement/individual . plans . and providing .