Training & Development : Financial & Retirement Planning for Faculty and Exempt Staff Retirement Plan Members Classes

For all members of the CWU Retirement Plan (CWURP) for Faculty and Administrators (It is never too early to start planning for a financially secure retirement.)

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

For all URP members of the CWU Retirement Plan (CWURP) for Faculty and Administrators
(It is never too early to start planning for a financially secure retirement.)

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
• Steps and basic financial concepts in making asset allocation decisions
• Risk tolerance and potential for return
• Dollar cost averaging and the dangers of market timing
• Links to web based resources

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