Retirement Planning Nuts and Bolts

This 2-part series course covers all of the major benefits, issues and concerns City employees have about retirement. The sessions will cover the following topics:

• City processes and benefits.
• Your WRS benefits.
• Financial planning for retirement, deferred compensation, and health reimbursement accounts.

Presented by: Employee Trust Fund (ETF), Human Resources, Precision Retirement Group, Capital Group, and Mission Square

Important Scheduling Details:

This course is a 2-part series. We encourage you to register for and attend both March 4th and March 18th from 9:00 - 11:30 am, however attendance at both is not necessary. Overviews for both dates will be posted soon. Please be sure to add BOTH dates to your Outlook Calendars. 

• March 4th: WRS Benefits & Retirement Benefits Manager on City's piece in retirement.
• March 18th: MissionSquare retirement financial planning information& Precision sick leave account options. 

Learning Objectives:

1. ETF/WRS Information and timeframes
2. Human Resources Benefits and Accruals
3. What happens to my sick leave and how can I plan for my retirement savings through 457

Required Pre-Work:

Prior to the session, please take at least 30 min. to explore the Retirement Resources webpage. 

Course Materials:

• Planning for Retirement Handout

Employee Assistance Program Materials:

• Embracing Life's Changes Slides
• Celebrate What's Right in the World Video