07.31.2018 Back to News

Smart Financial Planning for a Successful Retirement - FREE Four Part Series - Register NOW

Last Series Begins Sept. 4 – Register Now!

Offered at Methodist Jennie Edmundson and MHS Corporate Office in Sept. 2018

In response to employee requests, Methodist is again offering a four-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. 

Four-part series offered in 2018:

Noon to 1 p.m.: 

  • Tuesday, Sept. 4, 11, 18 and 25, 2018 - Methodist Jennie Edmundson Campus, Kanesville Room, 933 East Pierce Street, Council Bluffs, IA 51503

5 to 6 p.m.: 

  • Tuesday, Sept. 4, 11, 18 and 25, 2018 - MHS Corporate Offices Campus, Learning Center Classroom, 8601 W Dodge Road, Suite 244, Omaha, NE 68114

Session #1: Building The Foundation 

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 

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 

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 

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

Click here to register for the remaining Sept. series in 2018. If you have questions, please call Human Resources at 402-354-2200.