Ready, Set, Retire!
Dayle Nickerson, Joan Grabenstetter, Bruce Johnson, and Robert Bergmann, SHIIP
Slides and Handouts
Kelsey Summers, Jake Zehr, or Jesse Dusablon
- Presentation (1 p.m. - 2 p.m.)
- Please use the presentation link that was emailed to you after registering to access the session!
- Please join this non-recorded Q&A session to answer any questions you still have about Social Security
- Presentation Zoom Link (2-2:30 p.m.)
Lars Peterson (EFR)
- Kahoot Instructions (Please access this 15 minutes prior to the start of the presentation)
- Presentation Zoom Link (3-4 p.m.) The August 15, 2024 presentation will not be live.
Friday, August 16, 2024
Kelsey Summers, Jake Zehr, or Jesse Dusablon
Slides & Handouts
- Presentation Slides (ppt)
- Budget Worksheet (PDF)
- Workbook (PDF)
Additional Retirement Resources
- Preparing for Retirement
- A Voluntary Retirement Savings Plan allows you to contribute additional funds to your retirement on a tax-deferred, or after-tax (Roth) basis. Even with Social Security, pension plans, and savings accounts it can be difficult to save enough for retirement. A voluntary savings account can be a useful asset in helping you prepare for retirement.
- “Don’t Let Surprises Spoil Your Retirement” is currently available for viewing in Learn@ISU. During this Council Seminar Series Event in May, Barb Wollan, human sciences specialist in family finance, discussed costs employees will experience in retirement related to issues their employer takes care of while they are working, what current low inflation rates may mean, and more.