Join us for our onsite Retirement Symposium—a free, all-day event open to all IUP/PASSHE employees who are approaching that phase of life. This event is exclusively focused on one thing: helping you retire without feeling overwhelmed.
- Date: October 2, 2024
- Time: 8:00 a.m.–4:00 p.m.
Location: HUB (Ohio, Allegheny, Susquehanna, Knowlton, Monongahela rooms)
If you are thinking about retiring in the next couple of years (or sooner) and are unsure of what steps to take next, this is your one-of-a-kind opportunity to get answers to your biggest retirement planning questions—conveniently all at the same time and same place.
This event is a no-obligation, complimentary educational opportunity to learn more about retirement by attending breakout sessions of your choice.
Agenda
- 8:00–9:00 a.m.: Retirement Eligibility/Process: AFSCME (PEBTF), SEIU - Anna Shively (Ohio Rm)
- 9:00–10:00 a.m.: Retirement Eligibility/Process: Faculty, Coaches, Nurses, Non-represented, POA, SCUPA, SPFPA - Anna Shively (Ohio Room)
- 10:00–10:15 a.m.: Faculty Phased Retirement / Emeritus Status - Anna Shively (Ohio Room)
- 10:15–11:00 a.m.: Deferred Compensation Program - Michael McMahon (Susquehanna Rm)
- 11:00 a.m.–Noon: Social Security and Medicare - Frank Magni, SSA (Ohio Rm)
- Noon–1:00 p.m.: Break for Lunch (lunch is not provided)
- Concurrent Sessions: 1:00–2:00 p.m.:
- SERS - Heidi Barnett (Ohio Room)
- TIAA - Chad Firmstone (Monongahela Rm)
- Fidelity - George Maccarelli (Knowlton Rm)
- PSERS - Brian Farester (Allegheny Rm)
- 2:00–3:00 p.m.: APSCUF - Bim Arthun (Susquehanna Rm)
- 3:00–4:00 p.m.: Q&A with Individual Retirement Reps