University of Southern Indiana

Savings/Retirement Workshops

USI Savings/Retirement Workshops
September 17 - 21, 2018
12:00 p.m. Retirement Track
1:00 p.m. Financial Wellness Track

Understanding Social Security
Charo Boyd, Social Security Administration
September 17, 2018 at 12 p.m.

This interactive workshop is ideal for USI employees and/or their loved ones planning to retire in 5-10 years. Learn how to apply and how age and wages effect the benefit amount. Learn how a surviving spouse, divorced spouse and/or child may be entitled to benefits. Learn the basic parts of Medicare, Medicare enrollment periods, premiums and how to contact Medicare.

Understanding and Improving your credit
Sacheen Day, Heritage Federal Credit Union
September 17, 2018 at 1 p.m.

This live workshop is ideal for any USI employee that wants to learn about credit scores and how to improve them. Employees will learn how to manage and monitor their credit to set themselves up for financial success! 

PERF Workshop: Fundamentals of INPRS
Bob Boxell, INPRS (PERF)
September 18, 2018 at 12 p.m.

This live workshop is ideal for USI employees that are Public Employees’ Retirement Plan (PERF) participants. Learn about your PERF plan, updating your account, retirement eligibility, annuity and defined benefit (pension) payment options.

Financial Empowerment!
Shawn Robey, USI
September 18, 2018 at 1 p.m.

This live workshop is ideal for any USI employee that wants to learn about financial tools and tips to get you on the road to Financial Empowerment and Wellness.

Paying Yourself: Income options in retirement
Lori Matthews, TIAA
September 19, 2018 at 12 p.m.

This live workshop is ideal for USI employees on the TIAA plan(s). Learn ways to simplify retirement income. Learn about the basic rules that govern the most common retirement accounts. Gain perspective on when to tap into different assets and discover the flexible income choices TIAA offers.

Home Buying for Adults
Amber Rascoe and Paula Cheek, German American Bank
September 19, 2018 at 1 p.m.

This live workshop is ideal for any USI employee that wants to learn about home buying. From determining readiness to buy a home and types of mortgages to taxes, reverse mortgage and borrowing against a home, this course will review it all. 

Are Medicare Supplements right for you?
Gina Downs, Senior Connection
September 20, 2018 at 12 p.m.

This live workshop is ideal for all USI employees nearing eligibility for Social Security and needing more information regarding Medicare supplemental plans. This session will help you better understand what your options are when you enroll in Medicare. 

Good Debt vs Bad Debt and Paying it off!
Todd Mahooty, Old National Bank
September 20, 2018 at 1 p.m.

This live workshop is ideal for any USI employee that wants to learn about managing and paying off debt. Know what type of debt is good and what is bad, and strategies on how to pay off debt. 

The USI Retirement Offering
Wendy Seitz, USI
September 21, 2018 at 12 p.m.

This live workshop is ideal for USI employees eligible for USI medical, dental and life retirement benefits. Learn about USI’s retirement policy offerings and transition process from an active employee to a retiree status.

College Choice 529
Phillip Waddles, Ascensus College Savings
September 21, 2018 at 1 p.m.

Do you or someone you know, want to save for college? Learn about CollegeChoice 529 Direct Savings Plan to start savings towards college. Learn about the tax credit you can earn, how to open the account and where the money can be used.

Do you need an individual appointment?

INPRS (PERF) Individuals Appointments
Do you have specific questions about your Public Employees’ Retirement Plan? The individual meeting is ideal for USI employees who are within 6 months of retirement. Employees can call 888-286-3544 to request a Retirement Benefit Estimate. Employees should bring their retirement application as well. 

TIAA Individuals Appointments
Do you have specific questions about your TIAA’s Retirement Plan? Call 1-800-732-8353 or www.tiaa.org/schedulenow to schedule an individual appointment.

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