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Last six months | Annual archives

Monday, April 27, 2009

Retirement Planning and Savings Fair is Wednesday

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Representatives from the Social Security Administration, TIAA CREF, PERF, Evansville Teachers’ Federal Credit Union, Integra Bank, Old National Bank, College Choice 529, Concern EAP, Raymond James Financial Services, Inc., and The Hollander Group/Hilliard Lyons will be at USI on Wednesday, April 29, for a Retirement Planning and Savings Fair. The event will be held from 9 a.m. to 3 p.m. in Carter Hall in the University Center.

Here’s the schedule:

9 to 10 a.m. “Staying on Track in a Volatile Market,” Marvin Turner, Managing Consultant, TIAA CREF.

10 to 11 a.m. “Lifestyle Changes in Retirement,” Dee McDonald, Concern Employee Assistance Program (EAP).

11 a.m. to noon “Retirement and the Bear Market,” Ronald G. Hollander, Sr. VP, Financial Consultant; Tricia Hollander Henning, CFP, CRPC, Sr. VP; and Financial Consultant Teri Hollander Albin, CFP, CRPC, CWA, Sr. VP, Financial Consultant, The Hollander Group, Hilliard Lyons.

Noon to 12:30 p.m. “Understanding the Public Employees’ Retirement Fund: Membership to Retirement,” Carl Bright, PERF.

12:30 to 1 p.m. “Shed Some Light on Yur Finances: What Should You Be Asking Your Advisors?” Ben Schmitt and Donna Tichenor, Integra Bank.

1 to 2 p.m. “Importance of Saving for a Child, Grandchild, or Loved One’s College Education,” Temeka Easter, College Choice 529.

2 to 3 p.m. “Retirement Planning: Do you have a plan for income for Life?” William R. Washburn, Raymond James Financial Services, Inc.

For more information, contact Amy J. Miller, benefits supervisor in Human Resources, at 812/464-1781 or ajmiller3@usi.edu.

Wendy Knipe Bredhold
News & Information Services
812/461-5259 or wkbredhold@usi.edu



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