RetireU: Roadblocks to Retirement March 19 @ 11:30 am - 12:30 pm CDT Webinar Are you emotionally ready to retire? - Decisions you will face: Multiple competing goals - Healthcare!! - Investing principles/debt management - Identity Theft Protection - Income planning for the phases of retirement: “Go-Go, Slow-Go, No-Go” - 4 “must-do’s” every year
HelpUThrive: Traditional vs Roth June 11 @ 11:30 am - 12:30 pm CDT Webinar Traditional IRA/401(k) - Roth IRA/401(k) - What else is available? - Flexibility - Having it both ways!
RetireU: Retirement Healthcare September 17 @ 11:30 am - 12:30 pm CDT Webinar or In person - Middleton Middleton Retirement Healthcare decisions made before age 65 -- COBRA, Affordable Care Act, etc. -- What Medicare does and does not cover – “In plain English” -- Medicare Supplement vs. Medicare Advantage Plans -- Prescription Drug Plans -- The “Donut Hole” -- What are my Long-Term Care options?
HelpUThrive: Health Savings Accounts December 10 @ 11:30 am - 12:30 pm CST Webinar Details about your High-Deductible Health Plan • Benefits, including the triple income tax advantages • How income protection fits in with health insurance • Differences between HSAs and FSAs - Eligible expenses Contributions - Who and how much? - Investing options - Do’s and Don’ts - What happens when I separate service?