Financial Planning Workshop Information

Your finances.
Take control now
    Gaining control of your financial affairs can appear to be an enormous challenge.  How does my health insurance work?  How will the bills get paid if I'm laid up and can't work?  What is the Plan 125 program and how will it really help me?  Should I be investing in a 403(b) account now?  How will I save enough money to help my kids get through college?  Do I need a will now?  How can I be sure I don't still have house payments when I'm ready to retire?  What will my retirement plan provide?  
    If you have asked any of these questions, now is the time to get started on the answers.  This workshop is designed for employees who are more than ten years from retirement.  You can reach your financial goals if you choose to get organized now and take control of your financial future.

Schedule
7:45 a.m. ‑  8:00 a.m.    Check In with Coffee and Rolls
8:00 a.m. ‑  8:10 a.m.    Workshop Introduction
8:10 a.m. -  9:10 a.m.    Financial Planning
9:15 a.m. - 10:15 a.m.   Taxes & Estate Planning
10:15 a.m. - 10:30 a.m. Break
10:30 a.m. ‑ 11:15 a.m. OPS Fringe Benefits
11:15 a.m. - 12:30 p.m. Retirement System
12:30 p.m.                     Adjourn

We will provide knowledgeable speakers, handouts, coffee, rolls, and refreshments.

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