Employee Benefit Series

Spring 2017 Benefit Series

Benefit Services, in conjunction with the Office of Advancement, is offering employees an opportunity to learn more about Estate Planning and Social Security Basics. We will be offering two sessions that will cover these topics. Please see below for session details.

We hope you will join us and look forward to seeing you there!!

Estate Planning Basics
Date: April 10
Time: 11:30 a.m. - 1:30 p.m.
Location: Memorial Union Building Ballroom B2 & B3
Presenter: Mike Kolasa
Learn about the differences between wills and trusts, and whether you need either or both. Learn about the pitfalls of doing nothing, doing your own estate planning, or doing your planning poorly. Financial and Medical Powers of Attorney will be discussed. This session will be interactive and questions are welcome.

Social Security Basics
Date: April 11
Time: 11:30 a.m. - 1:30 p.m.
Location: Memorial Union Building Ballroom B2 & B3
Presenter: Joanne Markham
Many in the workforce are moving toward retirement, and many turn to representatives in labor or in management to understand how their retirement benefits and Social Security will fit together. This session aims to give you a working knowledge of where Social Security benefits fit into the puzzle of retirement, presented by Joanne Markham, of the U.S. Social Security Administration