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Financial Planning and Retirement Info Session

When: Thursday, May 19, 2022
1:30 PM - 3:30 PM
Where: Online
Description: Human Resources will be hosting an information session on Thursday, May 19 from 1:30pm to 3:30pm on financial planning and retirement.

This session is for individuals who are retiring soon and also for those who do not have immediate retirement plans but want to know more about preparing for retirement and financial planning.

In this session, we will discuss:
-When you should start saving for retirement
-Are you saving enough to retire comfortably?
-Are you approaching retirement and unsure what steps you need to take?
-Do you have questions/concerns about your benefits and what is available to you after retirement?
-How a pension impacts social security

The first half of the session will be facilitated by Fidelity Retirement Planner, Michael Fraser who will focus on saving and planning for retirement. Michael will also review the Windfall Elimination Provision and how it will impact your social security when retiring with a Pension or ORP account.

The second half of the session will be facilitated by UMass Dartmouth's Benefits Manager, Sandra Escaleira who will focus on what benefits are available to retirees and what steps you will need to complete for a successful retirement.

Contact: Benefits 508 999 8045
Topical Areas: Faculty, SMAST, Staff and Administrators, Human Resources