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, for the third consecutive year Ent is ranked Colorado’s #1 credit union by Forbes. Ent, a not-for-profit financial, community-chartered credit union is committed to improving members’ financial quality of life with better rates, lower fees and unparalleled products and services. With $7.5+ billion in assets, Ent serves more than 410,000 members at 40+ convenient service centers across the Front Range. Ent is an Equal Housing Opportunity and Equal Opportunity Lender, insured by the NCUA. Visit Ent.com for more.