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.
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
June 21 3-4 p.m. ET
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 3-4 p.m. ET
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) 3-4 p.m. ET
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 26-27 3-5 p.m. ET
Planning for the Transition to Retirement (Seminar)
August 16 3-4 p.m. ET
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 3-4 p.m. ET
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 12-4 p.m. ET
Planning for the Transition to Retirement (Seminar)
October 18 3-4 p.m. ET
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) 3-4 p.m. ET
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 3-4 p.m. ET
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 28-29 3-5 p.m. ET
Planning for the Transition to Retirement (Seminar)
December 13 3-4 p.m. ET
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 Financial Wellness Group Learning Recordings
Please click the links below to tune into previously-recorded webinars.
