Pre-Retirement Seminar

If you're over age 50 and within 15 years of retirement, attending a pre-retirement seminar is a great way to get your retirement plan off to a strong start or keep the momentum going. Hosted by Portico, this seminar addresses some of the important questions you may have about retirement, including:

• How much money will I need when I retire?

• What are my health care options in retirement?

• As I approach retirement, how can I manage my investment risks?

• How can I create a steady stream of income in retirement?

FAQs

What should I bring to the seminar? There’s no need to bring any retirement paperwork or account statements with you. We won’t be reviewing individual retirement plans. Just bring your questions and appetite to learn.

What meals will be provided? Lunch and refreshments will be served.

When do I need to register by? July 17, 2018

Questions? Contact the Portico Customer Care Center at 800.352.2876 or myPortico@PorticoBenefits.org

Seminar Agenda

Registration 8:30am

Journey to Retirement 9:00am

Accumulation

• Personal Financial Statements
• Investment Planning for Retirement and Beyond
• ELCA Retirement Plan

Lunch

Bishop's Time

Transition

• Retirement Plan Considerations
• Retirement Lifestyle Considerations

Distribution

• Sources of Retirement Income
• A Retirement Income Source – ELCA Retirement Plan Account
• The Facts about Social Security
• The Facts about Individual Retirement Accounts (IRAs)
• Health Care, Life Insurance, and Long-Term Care Insurance
• Estate Planning
  

Personal Action Plan

Adjourn 6:00pm

Portico strives to use your time wisely. Depending on the number of participants and questions, the seminar may end earlier than 6pm.