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NRECA Retirement Planning

October 18, 2023 9:00 AM - October 19, 2023 12:00 PM (CDT)

Description

NRECA RETIREMENT PLANNING SEMINAR  
October 18-19, 2023(W  9:00-3:30, Th  9:00-noon)
Holiday Inn & Suites, St Cloud MN

The NRECA Retirement Seminar helps employees evaluate distribution options from their retirement plans, estimate retirement income and expenses and realize the need for continued investment during retirement years. Local experts in the area of Social Security and an estate planning attorney are included in the program. Health and long-term care issues are also addressed. 

We are offering a special rate for Insurance/Benefit Administrators because they often answer questions for their co-op's employees.  

We also offer a special rate for the spouses and guests of our attendees.
It always helps to have another set of eyes and ears!


PLEASE SEND THE LAST FOUR DIGITS OF YOUR SSN TO: Amanda Meredith at Amanda@mrea.org

WHO SHOULD ATTEND
This two-day course is designed for employees and their spouses who are within five to 10 years of retirement.

AGENDA
Wednesday, October 18, 2023
8:15     Breakfast
8:45     Registration 
9:00     Welcome and introduction
9:15     Benefits and assets
10:15   Break
10:30   Benefits and assets
Noon    Lunch
1:00     Retirement risks
1:30     Retirement expenses/healthcare
2:30     Break
2:45     Your retirement paycheck
3:45     Review and worksheet
4:15     Adjourn

Thursday, October 19, 2023
9:00     Protecting your assets
9:45     Legal affairs and estate planning
10:30    Break
10:45    Creating your game plan
11:15    Resources
12:00    Evaluations and adjourn

COST
MREA Education members $306
Spouse or Co-op Benefit Administrator: $206

HOTEL
Holiday Inn and Suites St Cloud
75 37th Ave S
St Cloud, MN
To book online use this LINK, add the dates of your stay to book the MREA rate of $139 per night.

To call dial 320-253-9000, then dial 2.Ask for the: Minnesota Rural Electric Association New Employee Orientation and Retirement room block.

Room block ends September 17th.

Time

W 9-3:30 Th 9-noon

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Contact Information

Minnesota Rural Electric Association | MREA
Name: Karen Miller
Phone: (763) 424-7245
Email: karen@mrea.org
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