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[SPD] Pre-Retirement Planning
Start Date: 4/12/2012Start Time: 8:30 AM
End Date: 4/12/2012End Time: 4:30 PM
Entry Description

Pre-Retirement Seminar
This program is designed to assist state employees with advance retirement planning by providing information useful in making informed decisions. A sound retirement requires careful advance planning involving numerous interrelated topics, including:
• Financial planning
• Public Employees' Retirement Fund
• Social Security
• Insurance
• Hoosier S.T.A.R.T.
• Legal issues.

Presented By:
Representatives from various organizations that work in the areas being discussed both from within and outside of state government.

8 Hours (Includes lunch hour)

Who Should Attend:
Any state employee and spouse interested in doing advance planning for retirement. If your spouse will be attending, please add the name on your registration form or inform your Agency Training Contact Person (ATCP). Everyone is encouraged to attend this program regardless of how far they may be from retirement. Information provided in this seminar pertains to both the employee for which retirement is imminent, as well as long-term planning for employees with retirement on a distant horizon.

Key Benefits:
Participants will learn:
• The pros and cons of different types of investments for future retirement security;
• The various options and benefits available through the Public Employees' Retirement Fund;
• Benefits obtainable through Social Security and Medicare;
• Different options available to state retirees for both life and health insurance;
• Potential benefits through Hoosier S.T.A.R.T. to add to retirement income;
• Key elements in estate planning, including: last will and testament, living will, health care authorization, durable power of attorney, and death taxes; and
• The Indiana Long-Term Care Program as an element of retirement planning.


Free of Charge! Please note that employees may attend the Pre-Retirement Planning Seminar on state time; however, travel time must be the employee's time.

Register for this seminar by logging into the PeopleSoft® Enterprise Learning Management System. Employees will utilize self service to submit enrollment requests. Once an employee submits the request, it will be routed to supervisors for approval. Supervisors will utilize manager self service to approve enrollment requests and assign learning activities included in the employee work profile. Instructions for using employee and manager self service are provided below.

Questions regarding the online registration process may be directed to or 232-0200.

Entry Type:
Entry Category:
  • Lectures and Discussions
  • Seminars/Workshops
  • Category:
  • Education
  • Agency Name
    Personnel Department, Indiana State

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