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Pre-Retirement Planning Seminars

If you are nearing retirement and would like pre-retirement counseling, we recommend that you first attend a Pre-Retirement Planning Seminar. It will provide you with a thorough overview of the issues important at this stage of your retirement planning.

When you attend a seminar, you receive personalized retirement information including benefit estimates based on information you provide when you register. During the seminar, topics covered include:

  • Retirement eligibility
  • Calculating benefits
  • Review of the Benefit Estimate form
  • Reinstating and purchasing service
  • Benefit plans
  • How and when to apply for retirement benefits
  • Working after retirement
  • Social Security
  • Health insurance after retirement

Registration is required to attend a seminar, so we can prepare your personalized retirement information packet. Seating for each seminar is limited, and we cannot accept registrations after the registration deadline. You can register online by logging into your personal account or by calling (800) 392-6848.