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2023 PDI

Professional Development Institute 2023

 

Track D. Health, Wellness, and Planning for the Future

Session 1-12 (Continued in Session 2—Part 1 of 2)Nearing Retirement in the FRS  

This 90-minute workshop focuses on discussing practical issues important for those nearing retirement. Topics include setting retirement goals, including income needs, and understanding your sources of retirement income, including FRS plans and Social Security. We'll look at distribution options for various plans and explore how to create an annual income stream in retirement that can last your lifetime. The workshop will explain taxation, required minimum distributions and the potential order for withdrawals. Throughout the workshop, we'll highlight the many resources available to you as an FRS employee.

*Attendees should plan to attend this session for both Sessions 1 and 2.             

Presenter: Dan Grable (FRS)      

Room: S-104


Session 2-12 (Continued from Session 1—Part 2 of 2). Nearing Retirement in the FRS  

This 90-minute workshop focuses on discussing practical issues important for those nearing retirement. Topics include setting retirement goals, including income needs, and understanding your sources of retirement income, including FRS plans and Social Security. We'll look at distribution options for various plans and explore how to create an annual income stream in retirement that can last your lifetime. The workshop will explain taxation, required minimum distributions and the potential order for withdrawals. Throughout the workshop, we'll highlight the many resources available to you as an FRS employee.

*Attendees should plan to attend this session for both Sessions 1 and 2.             

Presenter: Dan Grable (FRS)      

Room: S-104


Session 3-11. Checking In            

Are you OK? Are We OK? Are our students OK? Sometimes we are so focused on our individual challenges that we forget that we are not alone when it comes to getting through the day, the week, or the academic year. A lot has happened, and mental health has become a rampant/important issue that needs to be addressed. This session will allow participants to participate in an open dialogue where we can recognize and be more aware of ourselves, other people, and the environment around us.              

Presenter: Dr. Tiri Fellows (Foreign Language)  

Room: T-204B


Session 3-12 (Continued in Session 4—Part 1 of 2). Using the FRS to Plan for Your Retirement   

This 90-minute retirement planning workshop provides an overview of the FRS and helps you understand the nuts and bolts of planning for your retirement. The workshop will demonstrate how everyday living expenses and inflation dramatically reduce your fixed retirement income. You will see the role the FRS Retirement Plans play in meeting your financial goals as well as the income gap that must be made up through saving and investing. You will leave the workshop with a full understanding of the ongoing financial planning resources available to you as a member of the FRS.

*Attendees should plan to attend this session for both Sessions 3 and 4.             

Presenter: Dan Grable (FRS)      

Room:  S-104


Session 4-11 (Continued from Session 3—Part 2 of 2). Using the FRS to Plan for Your Retirement              

This 90-minute retirement planning workshop provides an overview of the FRS and helps you understand the nuts and bolts of planning for your retirement. The workshop will demonstrate how everyday living expenses and inflation dramatically reduce your fixed retirement income. You will see the role the FRS Retirement Plans play in meeting your financial goals as well as the income gap that must be made up through saving and investing. You will leave the workshop with a full understanding of the ongoing financial planning resources available to you as a member of the FRS.

*Attendees should plan to attend this session for both Sessions 3 and 4.             

Presenter: Dan Grable (FRS)      

Room: S-104