Retirees from Illinois Police and Fire Departments are all welcome to join the IPPFA at the Grand Geneva Resort in Lake Geneva, WI on Wednesday, October 2, 2019 for a new seminar on improving their retirement experience.
This low-cost, one-day event will emphasize the financial aspects of retirement and will be presented by top experts in the field. Additionally, you can join us and your pension trustees for social events in tandem with our annual MidAmerican Pension Conference (also held at the Grand Geneva Resort).
The curriculum includes:
Benefits Refresher — Your Article 3/4 Police and Fire Benefits with emphasis on issues effecting retirees.
Social Security and Medicare — How does your pension affect your Social Security benefit? Is there a best age to claim benefits?
Deferred Compensation — What are the rules and techniques you might use for turning your savings into income? Are annuities a good idea? Do you need a financial plan? — See what a plan looks like and how it can help you maximize your retirement security.
Wills, Trusts, and Estate Planning — The fundamentals, plus a little more to help you understand this important subject. Charitable Giving in Retirement — Some basic information along with some techniques to maximize your tax savings.
The cost of this seminar is $40.00. If you would like to stay and enjoy Lake Geneva, rooms are available at the Comfort Suites Lake Geneva East (shuttle service will be provided to transport you to the Grand Geneva Resort and back).