Ent to Sponsor Annual Retirement Prep Series for Adults
Successful retirement means making important decisions and planning ahead for financial, medical, legal, social and other retirement challenges. The PPACG Area Agency on Aging and Ent Credit Union are partnering for their 6th consecutive year to offer this successful series. The series provides the knowledge and tools that soon-to-be retirees need to get a “jump start” on their future. Adults 55-65 or those planning to retire in the next five years are encouraged to attend.
All classes will be held online and are free of charge. Registration is required; sign up online at www.ppacg.org/events.
- Monday, September 21, 2020: Medicare – Who Me?
4:00 p.m. — Putting it all together with Medicare A, B, and D coverage, enrollment options, and other insurance choices.
Presenter: Roma Costanza, AAA SHIP Coordinator/Case Manager
- Monday, September 28, 2020: Understanding Your Social Security Benefits (An Overview of Retirement Social Security)
4:00 p.m. — “Understanding Your Social Security Benefits”. An overview of Retirement, Spousal, Survivor, Child, Disability benefits, and the qualifications and application process for each.
Presenter: Josh Weller, Public Affairs Specialist, Social Security Administration
- Monday, October 5, 2020: Estate Planning (Wills, Living Wills, Medical and Financial Powers of Attorney)
4:00 p.m. — Learn about wills, medical and financial powers of attorney, living wills and creating a vital information list, including the location of your will and a list of personal contacts.
Presenter: Skip Morgan, Attorney-at-Law
- Monday, October 19: Meaning and Purpose (Defining what you want in your retirement)
4:00 p.m. — Hooray! You don’t have to go to work! So now what? Just as you can benefit from financial planning for retirement, so can you benefit from planning for a sense of meaning and purpose. This session invites you to think about how you can create the life you want in your retirement phase of life.
Presenter: Sara Honn Qualls, Ph.D., UCCS Gerontology Center Director
Comments from previous attendees:
“Speaker was very knowledgeable and did a great job of trying to simplify a difficult topic”
“Information covered was inclusive of what I wanted to become familiar with tonight”
“Speaker made concepts that could be complex easily understandable.”
“Very good info with regard to eligibility for Social Security Administration retirement options”
About the PPACG Area Agency on Aging
The mission of the PPACG Area Agency on Aging is to help older adults by providing services and supports that enable them to remain as independent as possible in their homes and communities.
About the Pikes Peak Area Council of Governments
The Pikes Peak region’s 16 local governments join together in PPACG to collaborate on issues that cross political boundaries and to reach solutions that benefit the entire region.
Founded in 1957, Ent is a member-owned credit union with a passion for people, not for profit. With $8+ billion in assets and over 420,000 owner-members across more than 40 convenient Front Range locations, Ent is Colorado’s largest credit union. In addition to a reputation as a leader in philanthropy and financial literacy, Ent has been nationally recognized by Forbes as the overall #1 credit union in Colorado for four years running. Visit Ent.com for information on membership as well as on checking, savings, mortgage and lending products and services for members at all financial stages of life.