- December 11, 2019 - December 12, 2019
9:00 am - 12:00 pm
ATTENTION: Employees & Spouses WITHIN 10 Years of Retirement!
The Virginia, Maryland, Delaware Association of Electric Cooperatives is offering its annual NRECA Retirement Planning Seminar! The Retirement Planning Seminar is a two-day comprehensive training session that has been custom-tailored to meet the unique needs of NRECA’s member systems and employees in order to help participants plan effectively for their retirement. Topics include financial, legal, medical, pension and other aspects of retirement. The Retirement Planning Seminar is presented by NRECA’s experienced investment advisors, field services representatives and local Social Security and estate planning professionals. Attendees are encouraged to participate with questions, comments and class exercises.
Seminar Focus Areas
NRECA’s retirement benefit plans:
- Evaluating distribution options from retirement plans
- Estimating retirement income and expenses
- Investing before and during retirement
- Understanding IRAs
- Health and long-term care costs
- Social Security benefits
- Estate planning concepts
Participants will have the ability to:
- Understand the taxation of retirement benefit withdrawals
- Estimate future expenses and retirement income needs
- Calculate additional savings needed to meet retirement goals
- Anticipate needs for long-term care, health insurance and estate planning
- Develop a retirement investment strategy
- Assume control of planning for retirement
Staff participating in NRECA’s Retirement Security Program can receive a retirement projection during this seminar provided the registration form is received by the Association no later than the registration deadline listed below. If you are unable to meet this deadline, projections will be sent to you after the seminar date.
The registration form must include the following information:
- Name of the Cooperative
- Cooperative REA#
- Employee’s Name
- Spouse’s Name, if applicable
The form can be used to register up to three (3) employees and their spouses.
This projection is for your normal retirement date and is for the seminar only.
Hotels: Please refer to the 2018 Preferred Hotel Directory for discounted guest room rates negotiated by the Association. Many hotels offer a complimentary breakfast to overnight guests. When making your reservation, please refer to the booking code in order to receive the best possible rate.
Meals: A catered lunch will be provided on site both days. Snacks and beverages will be offered throughout the day.
Registration: This seminar is open to the first 40 people to register.
Registration Fee: $90.00 per person or $125.00 per couple. Cooperatives will be billed following the seminar.
Registration Deadline: Tuesday, October 30, 2018*
Member cooperatives will be billed based on figures in-hand on Tuesday, November 20th.
*In order to receive your Retirement Security (RS) benefit estimate in time for the workshop, you must register by the deadline. RS benefit estimates are not guaranteed after the deadline.
Questions? Contact Brandon Burton at [email protected].
Venue: VMDAEC Training Center