The Pension Boards has scheduled a number of half-day pre-retirement seminars and monthly 45-minute webinars to help you meet your financial wellness planning goals. Please add the dates below to your calendar and look for email invites prior to each scheduled event.
Please Note: All seminars take place on a Wednesday from 12:00 p.m. to 4:00 p.m. ET. Power-Up Your Finances webinars take place on a Wednesday from 3:00 p.m. to 3:45 p.m. ET. Investment Watch webinars take place on Thursdays. Registration pages are updated shortly after each event. You will be able to register for a new event approximately four weeks before the next event date.
Upcoming Events in 2023
Date
Topic
January 25
Planning for the Transition to Retirement (Seminar) Whether you are planning to retire soon or are in the middle of your career, clergy or lay, this seminar is designed to help you transition to retirement. Learn the decisions you’ll need to make when starting your PBUCC retirements; begin retirement planning and assess if you’re on track; consider Medicare and other insurance benefits; consider investment planning, Social Security planning, and more. This seminar will be repeated throughout the year. See upcoming opportunities below.
February 15
Inflation and Your Household Budget Inflation eats away at your buying power over time, and the higher the inflation rate, the more you can feel the adverse impact on your day-to-day finances. We’ll help you better understand inflation, the causes behind it, and what you can do to protect your household’s bottom line.
March 15
Test Your Financial Literacy This fun and interactive 30-minute webinar features: • A series of quiz questions on personal finance • An opportunity to learn or relearn essential terms and concepts • A discussion of resources for expanding your knowledge
March 29
Planning for the Transition to Retirement (Seminar)
April 19
Creating a Disaster Plan for Your Finances This 30-minute webinar covers: • How a pandemic, hurricane, flood, or other natural disaster can threaten your financial security • Emergency savings and insurance • How to safely store documents and other items you may need in an emergency
April 20 (First Quarter 2023)
Investment Watch: Your Quarterly Financial Market Review Throughout this quarterly series, our Investment team may discuss what is driving or shaping our economy, examine current news and the reasons behind current financial market activity and how that is impacting your PBUCC retirement funds, as well as provide our approach and updates to socially responsible investing initiatives.
May 17
12 Investing Mistakes to Avoid Learn the 12 most common mistakes made by investors, how timing the market, under-diversifying, and other avoidable errors can threaten your ability to achieve goals; and how your EY financial planner and the resources of your EY financial planning website can help you make informed investment decisions.
May 31
Planning for the Transition to Retirement (Seminar)
June 21
Do I Have Enough Life Insurance? Is there anyone in your life who depends on you financially? If so, you probably need life insurance to help protect their financial wellbeing in the event of your passing. But how much coverage do you need? We’ll give you a framework for figuring that out and talk about your options for getting life insurance that matches your circumstances.
July 19
Achieving Financial Success: Why You Might be Your Own Worst Enemy This 30-minute webinar covers: • Mental biases that can diminish your ability to achieve goals • How to overcome the drive for instant gratification and other barriers to financial wellness • Useful tips you can use every day to build a more positive and productive relationship with money
July 20 (Second Quarter 2023)
Investment Watch: Your Quarterly Financial Market Review Throughout this quarterly series, our Investment team may discuss what is driving or shaping our economy, examine current news and the reasons behind current financial market activity and how that is impacting your PBUCC retirement funds, as well as provide our approach and updates to socially responsible investing initiatives.
July 26
Planning for the Transition to Retirement (Seminar)
August 16
Social Security and Your Retirement This 30-minute webinar covers: • Guidelines for when you can start collecting Social Security • Factors to consider in deciding when to start • How your benefit will be calculated
September 13
Getting Ready for Medicare Learn how Medicare works; how and when you should enroll; and what happens if you work past 65 and still have health coverage through your employer.
September 27
Planning for the Transition to Retirement (Seminar)
October 18
Surviving the Cost of College: Before, During and After This 30-minute webinar covers: • Options for funding higher education • Tax breaks available while the student is attending college • Best ways to pay off student loans efficiently and affordably
October 19 (Third Quarter 2023)
Investment Watch: Your Quarterly Financial Market Review Throughout this quarterly series, our Investment team may discuss what is driving or shaping our economy, examine current news and the reasons behind current financial market activity and how that is impacting your PBUCC retirement funds, as well as provide our approach and updates to socially responsible investing initiatives.
November 15
Learn to Use EY Navigate (live demo) EY provides a full range of no-cost financial planning services though EY Navigate™. Join us as we explore this multi-tier service designed to meet the financial planning needs of all employees, from those who prefer to learn and engage using “high tech,” to those who prefer a “high touch.”
November 29
Planning for the Transition to Retirement (Seminar)
December 13
Your Year-end Financial Checklist Review your tax withholding; take full advantage of tax deductions; and learn other potential ways to prime your finances for a strong finish to 2023 and even greater progress for the year ahead.
Upcoming Events in 2024
Date
Topic
January 18 (Fourth Quarter 2023)
Investment Watch: Your Quarterly Financial Market Review Throughout this quarterly series, our Investment team may discuss what is driving or shaping our economy, examine current news and the reasons behind current financial market activity and how that is impacting your PBUCC retirement funds, as well as provide our approach and updates to socially responsible investing initiatives.
Previous Power-Up Your Finances Recordings
Please click the links below to tune into previously-recorded webinars.
