Retirement Readiness Series debuts June 21, 2021
Fidelity has partnered with Portico to offer a virtual webinar series – exclusively for ELCA Retirement Plan members – that addresses the question: what does it take to be retirement ready?
Register for and view all the dates in the Retirement Readiness Series here. Sessions from June 21 through July 19, 2021. You’ll need to have your Portico login ready.
These workshops, hosted by a Fidelity Virtual Education Consultant, will be attended by a Portico Financial Planner who can answer member questions related to clergy housing allowance exclusion, the ELCA Participating Annuity, and other ELCA Retirement Plan benefit-specific topics. Based on member feedback, these workshops are kept to an hour long and will be available for viewing (or re-viewing) on myPortico following each live virtual event.
Turn Your Savings into Retirement Income: Learn the benefits of a retirement income plan, factors to consider when transitioning your savings into income, and ways to develop a retirement plan that suits your goals and lifestyle. Monday, June 21st, 9-10am MST/PDT: Register Now.
Retirement Income Planning for Her: Designed for women, this workshop will help you learn more about your retirement savings and plan for future income. Wednesday, June 23, 2021, 9-10am MST/PDT: Register Now.
Learn the Basics of When and How to Claim Social Security: If you anticipate Social Security will be a significant income source in retirement, learn when and how to claim your benefit. Monday, June 28, 2021, 9-10am MST/PDT: Register Now.
Maximize Social Security in Your Retirement Strategy: Learn about strategies for claiming your Social Security benefit and how it will fit with other income sources in creating your retirement paycheck. Monday, June 28, 2021, 11am-noon MST/PDT: Register Now.
Prepare for the Reality of Health Care in Retirement: Learn about health care costs in retirement and how you can prepare for them. Monday, July 12, 2021: 9-10am MST/PDT: Register Now.
Preserving Your Savings for Future Generations: Learn about the components of an estate plan, including information on wills and probate, powers of attorney, healthcare proxies, and the importance of gifting and insurance replacement strategies. Monday, July 19, 2021, 9-10am MST/PDT: Register Now.
