As you move closer to retirement, it may feel like you have more questions than answers. Will my plan sustain my needs over the course of my lifetime? How do I put my retirement income plan into action? Are there options I haven't considered?
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Explore Decisions as Retirement Nears
In our Ready to Retire webinar, we'll explore some of the big decisions you face as retirement nears:
- In the first hour, we'll discuss Social Security and different ELCA Retirement Plan distribution options, including the ELCA Participating Annuity.
- In the final half hour, we'll take a look at how you might transition smoothly to retirement.
You'll hear from several Portico presenters. During the webinar, you’ll be able to submit your questions. We’ll send you a personalized response within two business days.
If you have not attended a Pre-Retirement Seminar or our webinar series, we ask that you prepare by watching the pre-retirement webinar series recordings before attending this webinar.
Ready to join us for an upcoming webinar, seminar, or workshop? Browse upcoming education opportunities and secure your spot by registering today!
Watch the Recordings
Review the Slides
Download the Retirement Checklist PDF
View the Full Recording
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Ready to Retire Webinar
Aired on September 19, 2019
Presenters: Grace Pomroy, John Treptow, Kristin Lutz, and Elizabeth Waldsmayate
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View the Individual Chapters
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Welcome
Aired on September 19, 2019
Presenters: Grace Pomroy
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ELCA Retirement Plan Distribution Options & Taxes on Distribution
Aired on September 19, 2019
Presenters: John Treptow
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Social Security & Additional Income Sources
Aired on September 19, 2019
Presenters: Kristin Lutz
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Sample Retirement Income Plans
Aired on September 19, 2019
Presenters: John Treptow and Kristin Lutz
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Transition to Retirement
Aired on September 19, 2019
Presenters: Grace Pomroy and Elizabeth Waldsmayate
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Closing
Aired on September 19, 2019
Presenters: Grace Pomroy
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