When and Where
Tuesday, June 23, Transamerica representative, Diane Aurelio will be presenting "Get Ready to Retire" 6 to 7:30pm at the Center for Learning and Innovation, Suite 101. This informational session will provide you — and your spouse — with a higher level of clarity and confidence, enabling you to ask the right questions when making decisions about your retirement.
What to Address
To get you on track, Diane will share a six-step process to retirement planning, directing you to reliable resources and sound choices. The five key areas of discussion include your lifestyle, investments, healthcare needs, protection, and income. Although there will be other participants in the room, the seminar promises to address your individual situation, by using interactive polling devices, addressing your situation in an open forum discussion. Topics such as Medicare, Medigap, the NSLIJ Retiree Medical Plan, your will, Social Security, and much more, will be covered in this 90 minute presentation.
Be Aware
Don't let your retirement planning overwhelm you! Understanding what you have now, and what you need in the future, is the key to your peace of mind. Attendees are registered on a first-come, first-served basis. Because you cannot register a guest through iLearn's registration, seats will be reserved for spouses.
To register for the event, visit iLearn:
- Click on the search tab, and type in keywords "Retirement Ready Class" Date: June 23
- Hit "Add Attendees" on the left of the course name
- Click on the first letter of your last name, and search your last name
- Check the box next to your name and hit "enroll"
- An email confirmation will come to your inbox - accept it to your Outlook calendar
You are one step closer to a happy retirement!
3 comments:
6/4/15
I am confused. Last year after our 403B accounts were transferred to Transamerica,
I made an appointment for a one-on-one with our consultant. Practically the first words that he said to me were "I can't advise you".
Now I rec'd. an E-mail to schedule a one-on-one with our consultant - have things changed? Can he actually give advice this year or what?
I missed this class - I didn't see notification until it passed. Will there be another? There are so many retirement questions, it would be great if you held a yearly class - or even more often so that we could be fully prepared for retirement!
In response to May 5 at 5:48am: All employees have the opportunity to schedule a one-on-one with one of four Transamerica retirement consultants. During this meeting(scheduled at a location of your choice) the rep will answer any questions you might have. To schedule an appointment, visit Northwell.edu/myRetirement or call 844-675-4547. The retirement team also encourages you to check in with site HR to see if there are any group presentations at your site. Thank you for your interest!
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