Because of the complexity of health plans, the University has, for many years, hosted an annual seminar to help employees begin to think about retirement and understand where and how to pursue needed information. Due to recent events, that seminar has become a webinar series touching on various topics within a handful of presentations each Spring. Please see the resources below and view the presentations, if helpful.
...
- Medicare: www.medicare.gov
- Social Security Administration: www.ssa.gov
- SSA Office Locator: SSA Office Locator Online Tool
- Center for Medicaid and Medicare Services: www.cms.gov
- Medicare Primer (Congressional Research Service): Medicare Primer
- How to Get the Most Out of Medicare (Consumer Reports): How to Get the Most out of Medicare
- Free Medicare Counseling: Statewide Health Insurance Benefits Advisors (SHIBA) | WA Office of the Insurance Commissioner
...
2024 Retirement Readiness Events
...
Human Resources is hosting a series of informative events designed to get you ready for retirement. Whether retirement is a distant dream or just around the corner, these events are designed for you!
Retirement Ready Seminar
| Date: Tuesday, May 9April 30, 4:00 p.m. Seasoned professionals in the retirement industry will discuss investment strategies, and estate planningMedicare. Whether retirement is years or decades away, a smart strategy begins now! Light refreshments will be served. You are welcome to bring a guest. Sign up here! |
|---|
Social Security 101 Virtual Workshop
...
| View file | ||||
|---|---|---|---|---|
|
...
Date: Wednesday, May 17, 1:00 p.m.
Location: Teams. Sign up here!
Speaker: Kirk Larson, Washington State Public Affairs Representative, Social Security Administration.
Kirk Larson has over 30 years’ experience in Social Security Administration, including published articles and media appearances discussing Social Security topics. Prior to attending the workshop, go to http://www.socialsecurity.gov/myaccount to create a my Social Security account and print out your Social Security statement.
Get Ready to Retire Webinar
| View file | ||||
|---|---|---|---|---|
|
Location: Get Ready to Retire Recorded Webinar - Qumu Player (qumucloud.com)
Transamerica
...
Individual Appointments
| DatesDate: TuesdayWednesday, May 23 - Thursday, May 25, 1, 8:00 a.m. to 5:00 p.m. Our Transamerica Consultant Ronee Dakin is back on campus for the first time since COVID. Seize Scott Jozefowski is offering this opportunity to discuss your personal retirement investment strategy or to get your plan started. Sign up here! |
|---|
Medicare Individual Appointments
| Date: Wednesday Friday, May 313, 8:30 a.m. – 4:00 p.m. Location: Human Resources Conference Room
Dan McCarley, an experienced Medicare Health Plan Broker with Advocate Insurance Group, will be available on campus for individual appointments, to help you navigate Medicare planning and enrollment. Sign up here! |
|---|
On Demand Webinars
| Webinar | Presenter | Date | Link |
|---|---|---|---|
| Get Ready to Retire | Ronee Dakin, Transamerica | 5-23-2023 | Click to View |
| Get Ready to Retire | Ronee Dakin, Transamerica | 5-9-2022 | Click to View |
| Retirement Case Studies | Matt Alvis, SPU HR | 5-10-2022 | Click to View |
| Medicare and Social Security | Matt Alvis, SPU HR | 5-11-2021 | Click to View |
| Transitioning From SPU's Benefit Plans | Matt Alvis, SPU HR | 5-9-2021 | Click to View |
| Get Ready to Retire | Ronee Dakin, Transamerica | 5-7-2021 | Click to View |
| Emeriti Health Plans | Lauren Hach-Wilson, Aetna | 6-12-2020 | Click to View |
| Planning For A Smooth Transition | Matt Alvis, SPU HR | 6-8-2020 | Click to View |
...