Imagining Tomorrow: A Retirement Planning Event for All Ages

It is never too early to prepare for retirement. No matter what stage you are at in your career, empowering yourself with the knowledge to assist you in building a secure retirement makes it easier to look forward to the future.

You are cordially invited to attend “Imagining Tomorrow,” a retirement planning event hosted by the Office of Human Resources Management, in consultation with the Retirement Plan Committee, on Wednesday, January 30, 2019, at Rose Hill. The program marks the beginning of our educational program, Fordham Benefits University, and will be offered to Fordham University employees and guests. This inaugural event will include representatives from the Social Security Administration, UnitedHealthcare, Fidelity Investments®, TIAA, and Prudential Retirement. During these valuable sessions, you will be provided with information and resources to help set you on a path to a plan for a successful retirement, so please take advantage of this opportunity and join us for the day.

For your participation in our event, you will be entered into a gift card drawing; the more seminars you attend, the greater chance you have of winning a gift card!

Representatives will also be available throughout the day to chat briefly or set up a future appointment. If you cannot attend every session that interests you, video recordings will be made available on the human resources website.

Session Schedule

Social Security 101: Everything You Wanted to Know, presented by Social Security Administration
10:00 a.m. – 10:45 a.m.

• When are you eligible to receive retirement benefits?
• How does early retirement affect your benefits?
• Do you qualify for disability, survivors, and spouse benefits?
• How do you get the most from your benefits?
• What is the future of Social Security?

Learn how to use My Social Security online account and other online services. You can go to www.socialsecurity.gov/myaccount to create a My Social Security account and print out your Social Security statement before attending the workshop.

Medicare and Retiree Health: Everything You Wanted to Know, presented by UnitedHealthcare
11:00 a.m. – 11:45 a.m.

• Understanding your retiree medical benefits
• When should you file for Medicare?

It’s Your Estate: Are you in Control?, presented by Prudential Retirement
12:00 p.m. – 12:45 p.m.

Learn the basics of estate planning, current estate taxation rules, gifting, wills versus trusts, probate avoidance, durable powers of attorney, health care proxies, and charitable planning. The uncertainty of tomorrow makes planning today so important.

The Fundamentals of Retirement Income Planning, presented by Fidelity Investments
1:00 p.m. – 1:45 p.m.

This presentation will cover the information you need to help ensure your retirement plan can put your dreams within reach. This seminar will help you:

• Decide when you may be able to retire
• Estimate how long your money may last
• Prepare for challenges you might face in retirement

Lifetime Income: Help Secure Your Retirement, presented by TIAA
2:00 p.m. – 2:45 p.m.

A presentation on the challenges and risks people face as they plan for retirement, and the importance of generating a paycheck for life. During this workshop we will discuss:

• Why you should plan now for retirement
• Financial risks during working years and in retirement
• Why creating a paycheck for life is important
• How different retirement distribution strategies provide different risks and opportunities

Opportunity to speak to presenters
10:00 a.m. – 4:00 p.m.

Please note that all vendors are attending the event to provide information and are not authorized to sell products to Fordham University employees.

Should you have any questions regarding the event, please contact the Office of Human Resources Management at 718-817-4930.