Investing In Your Future (IYF)
For employees under age 45
This introductory workshop is designed to encourage members to start planning early for retirement. The emphasis is on money management and investing early for the future, assessing current risks, and using the services provided by SERS. Lectures and a workbook are used for education.
Education for Tomorrow's Choices (ETC)
For employees 5 - 15 years from retirement
This two-day, medium-range planning workshop asks participants to realistically assess their future needs and lifestyle, and take the necessary steps to achieve these goals. The ETC focuses on financial planning, SERS and Social Security entitlements, legal and estate planning, role changes, leisure and living arrangements. Participants work in groups, with lectures by resource personnel and a question & answer period.
Countdown to Retirement (CDR)
For employees within 3 years of retirement
The CDR is a one-day program designed to help participants assess their immediate retirement plans and take the necessary steps to make the transition between employment and retirement as smooth as possible. This workshop also reviews SERS and Social Security entitlements, the need for continuous financial planning and keeping an updated estate. A self-assessment approach is emphasized with presentations by various resource personnel.
