Below are the most recent handouts and webinars for Retirement Planning and Financial Wellness. If you have any questions, please reach out to Jamion Wolford at jwolford@wvumc.org or 304-344-8331 ext. 35.
Did you know that you can schedule a one-on-one consultation with a benefits educator - at NO Cost to you? Follow this link for more details: www.wespath.org/r/consults
The Road to Retirement
Follow this link for a handout that accompanies the presentation.
West Virginia Healthcare: SHIP/SMP
Social Security and
Your Retirement
Follow this link for a handout that accompanies the presentation.
Dissolve that Debt
Follow this link for a handout that accompanies the presentation.
Late Career Financial Planning
Follow this link for a handout that accompanies the presentation. This is Part 1: Identifying landscape/picture of retirement; Health and Insurance Planning for Retirement-Medical, Dental, Vision, Life Ins., Long Term Care; Introduction to Retirement Planning- Financial Needs, Sources of Income.
Retirement Planning, Part 2
This is Part 2: Wespath Benefits (Pension and Savings), Personal Resources, Social Security, Investment Planning.
Retirement Planning, Part 3
This is Part 3: Distribution Planning (taking payments/distributions from portfolio assets); Estate Planning; Hiring a Financial Advisor.