Retirewise® Four Part Series (Webinar) (15 Wellness Points Per Session)*
Wednesday, July 15, 2020
12:00 PM-1:00 PM
“Retirewise” is an award-winning financial and retirement education workshop series presented by MetLife. This series will be offered in four one-hour sessions. We strongly encourage you to register for all four sessions when possible, as these sessions will build upon each other.
We are offering you 15 wellness points per session AND we are offering a 15 point bonus if you attend all four sessions. (That’s 75 wellness points, $75, up for grabs!)
An overview of the four sessions is as follows:
Building the foundation
You will envision the retirement you want and how you will finance it based on current and future retirement trends. We will cover some financial basics and budgeting, as well as the importance of tax diversification. You will start to see how what you already have will contribute to the retirement you want.
Creating and managing wealth
You will begin to look at how to prepare before retirement to generate income during retirement. You will look at investment risk, investment strategies, retirement expenses and several sources of retirement income.
Establishing your retirement income stream
Building on what you have learned so far you will learn how to structure a retirement income stream to address your retirement wants and needs. We will examine the risks that could impact your retirement funds and how to manage assets to help provide lifelong income.
Making the most of what you have
You will review the benefits your employer offers, together with other benefits for a clear understanding of how they fit into your retirement plan. We will also review income and asset protection benefits, estate planning basics, and Medicare options.
Registration is required in Career Pathway. Registering for one session does not automatically register you for all four. Please register individually for each session that you plan to attend.
After each session, you will receive an email sent through Career Pathway asking you to state if you attended or not. This is how registration will be collected and points will be awarded. Please email any questions to Monica Fauble, Wellness Administrator: firstname.lastname@example.org
*Participants in our Wellness Incentive Program are eligible to earn 15 points (a $15 credit) for attending each session AND an additional 15 points if you attend all four sessions.
You must register for the Health Advocate Wellness Incentive Program AND complete your annual Personal Health Profile before you will be eligible to receive any payouts. Points for attending these events will be sent to Health Advocate on a monthly basis for the prior month’s activities. There will be a 6-week delay in these points and payouts being distributed. For information about our wellness incentive program, please visit: http://drexel.edu/hr/benefits/a-healthier-u/wellness-incentive-program/