01.22.2018 Back to News

Register Now for FREE 4-Part Series: Smart Financial Planning for a Successful Retirement Starts Feb. 7

Back by Popular Demand! 

"Smart Financial Planning for a Successful Retirement" - FREE 4 Part Series at Women’s Hospital and Methodist Hospital in February.

Register now!

Methodist is again offering a 4 part series of sessions that focus on smart financial planning essential to a successful retirement. Whether you are just starting your career or closing in on retirement, each session offers valuable information to help you plan each step along the way. Methodist will host a representative from MetLife to provide a four part series covering a variety of financial and retirement planning topics. 

To maximize your educational opportunity, as the four sessions tie together, please plan to attend the complete four session series.

To register, please click here.  Your registration helps MetLife plan for the appropriate number of planning booklets and handouts.  During every aspect of these educational sessions, there will be no obligation on your part to provide information to MetLife or engage in any session outside of these Methodist sponsored sessions. These are educational opportunities only. There will be no solicitation to you of future services or promotion of MetLife products. 

Each weekly session will be presented twice on the date, but at different locations/times:

Class time - Noon to 1 p.m.: 

  • Methodist Women’s Hospital Campus, Medical Office Building, Bernard Room, 2nd floor, 717 N. 190th Plaza, Omaha

Class time - 5 to 6 p.m.: 

  • Methodist Hospital, Nebraska Room, 2nd floor, 8303 Dodge Street, Omaha

 

Session #1:  Building The Foundation (Wednesday, February 7)

You’ll start by envisioning the retirement you want and what that may look like.  Then we’ll look at how you can finance it based on current and future retirement trends and your needs.

Discussion topics include:

  • Your personal retirement aspirations
  • Investment basics you need to know
  • Considerations for having a tax diversification strategy
  • Understanding the impact of inflation and compounding
     

Session #2:  Creating and Managing Wealth (Wednesday, February 14)

We’ll talk about accumulating wealth during your working years – with a focus on investment strategies and understanding the risks you need to manage.

Discussion topics include:

  • Investment strategies for accumulating wealth
  • Investment guiding principles, including asset allocation and diversification
  • Understanding and managing different kinds of risk
  • How to budget now and for retirement
     

Session #3:  Establishing Your Retirement Income Stream (Wednesday, February 21)

Building on what you’ve learned so far, we’ll explore pre-retirement strategies intended to help you generate income while you’re retired.  You’ll find out how to use your assets to structure an income stream that addresses both your needs and your wants.

Discussion topics include:

  • What to keep in mind when your focus shifts from accumulation to distribution during retirement
  •  How longevity, withdrawals and other factors impact your retirement funds
  • The key elements of the retirement income planning process
  • Managing your retirement assets to help provide lifelong income
     

Session #4:  Making the Most of What You Have (Wednesday, February 28)

In the final session, we’ll review the benefits Methodist offers so you get a clear understanding of how they fit into your financial and retirement plan.  Then we’ll round out the program by reviewing government programs and guiding you through the basics of estate planning.

Discussion topics include:

  • Methodist’s benefit plans
  • Protecting against unexpected expenses
  • Government health benefits
  • The key elements of estate planning
     

Additional 4-part series offered at various locations across MHS campuses in 2018:

Class time - Noon to 1 p.m.: 

  • Thursday, May 3, 10, 17 and 24  - MHS Corporate Offices, Ballroom, 8511 W Dodge Road, Omaha
  • Tuesday, June 5, 12, 19, and 26 - Methodist Estabrook Cancer Center Auditorium, 8303 Dodge Street, Omaha
  • Tuesday, September 4, 11, 18 and 25 - Methodist Jennie Edmundson Hospital, Kanesville Room, 933 East Pierce Street, Council Bluffs
  • Tuesday, November 6, 13, 20 and 27 - MHS Corporate Offices, Learning Center Classroom, 8601 W Dodge Road, Suite 244, Omaha

Class time - 5 to 6 p.m.: 

  • Thursday, May 3, 10, 17 and 24 - MHS Corporate Offices, Learning Center Classroom, 8601 W Dodge Road, Suite 244, Omaha
  • Tuesday, June 5, 12, 19, and 26 - MHS Corporate Offices, Learning Center Classroom, 8601 W Dodge Road, Suite 244, Omaha
  • Tuesday, September 4, 11, 18 and 25 - MHS Corporate Offices, Learning Center Classroom, 8601 W Dodge Road, Suite 244, Omaha
  • Tuesday, November 6, 13, 20 and 27 - Methodist Hospital, Nebraska Room, 2nd floor, 8303 Dodge Street, Omaha

Click here to register for any series in 2018.

Questions?

Please call Human Resources at 402-354-2200.