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Employee Benefits : Financial and Retirement Planning Workshops
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Financial & Retirement Planning

Ensuring that you'll meet your financial goals for retirement takes careful planning. Unfortunately, many people spend more time planning their summer vacation than they do planning for their retirement. The following workshops are intended to provide you with resources and tools to make important decisions for a financially secure retirement. Spouses are welcome to attend workshops with the employee or retiree.

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Workshops for Classified Staff Retirement Plan Members

The following workshops are for PERS, TRS, and LEOFF members.

Workshops for Faculty and Exempt Staff Retirement Plan Members

The following workshops are for faculty and administrative/exempt staff, under the University Retirement Plan (URP), with TIAA-CREF, Fidelity and/or Vanguard.

Workshops for Retirees

Workshop Descriptions for Classified Staff Retirement Plan Members

Financial Planning for Retirement (Classified Staff)

For all PERS, TRS and LEOFF members (It is never too early to start planning for a financially secure retirement.)

Facilitator: Wendy Rittereiser
  • Understand your retirement plan rules and features, including retirement eligibility, payment options and spousal benefits, cost of living adjustment, and disability benefits
  • Learn how to estimate your future retirement income from both Social Security and your PERS, TRS or LEOFF plan
  • Determine whether your estimated retirement income is likely to meet to your financial needs in retirement
  • If there is likely a shortfall, calculate how much you will need to either delay retirement, or contribute to an optional retirement savings plan
  • Develop an action plan

Supplemental Retirement Savings Options (Classified Staff)

For all PERS, TRS and LEOFF members

Facilitator: Wendy Rittereiser
  • Understand the optional retirement savings plans available to you to supplement your PERS and Social Security
  • Learn simple steps to make investment choices that best suits your retirement savings needs and risk tolerance
  • Enroll in or increase your optional retirement savings

Workshop Descriptions for Faculty and Exempt Staff Retirement Plan Members

Financial Planning for Retirement (Faculty & Exempt)

Facilitator: Wendy Rittereiser

This interactive workshop is designed to help you:
  • estimate your future retirement income based on your current account balance, saving rate, and investment portfolio
  • assess whether that income, along with Social Security is likely to meet your retirement income needs
  • and, if there is a likely shortfall, determine how much you may need to delay your retirement or increase your savings to reach your retirement goals

Investment Choices for Retirement Savings (Faculty & Exempt)

Facilitator: Wendy Rittereiser

Is your retirement savings invested in the most appropriate funds to meet your retirement goals and match your personal risk tolerance? This workshop will provide you with the basic tools to build a retirement savings portfolio that best suits your needs, addressing:
  • The investment options available under your retirement plans
  • Concepts in making asset allocation decisions
  • Risk tolerance and potential for return
  • Links to web based resources

Receiving Income from Your Retirement Savings (Faculty & Exempt)

For URP members within five years of retirement

Facilitator: Wendy Rittereiser

As you move from saving for retirement to receiving income during retirement, there are a number of important considerations. This workshop overviews:
  • Income options during retirement
  • Post retirement asset allocation
  • Social Security
  • Medicare
  • Keeping pace with inflation during retirement
  • Providing for future flexibility
  • Insuring retirement income will last as long as you do
  • Providing income for a surviving spouse or beneficiary

Workshop Descriptions for Retirees

Retirees - Managing Savings After Retirement

Facilitator: Wendy Rittereiser

Managing retirement investments during retirement requires careful considerations. This post-retirement workshop includes:

  • Income options during retirement
  • Adjusting income stream and providing for future flexibility
  • Keeping pace with inflation during retirement
  • Post retirement asset allocation
  • Social Security
  • Insuring retirement income will last as long as you do
  • Providing income for a surviving spouse or beneficiary
Contact Information
Human Resources
400 E. University Way
Ellensburg, WA 98926
Mail Stop 7425
(509) 963-1202
Fax: (509) 963-1733
humanres@cwu.edu
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