How to protect your loved ones and your paycheck
9:30 a.m. -10a.m.
- Why buy additional life insurance?
- Protecting your income...with short term disability insurance (disability flex). =
- How the KPERS long-term disability benefit works with the tea disability flex benefit.
Presented by Jess F. Knoth, Principal. Jess has over 45 years of employee benefit consulting experience, working with a wide variety of clients, including small and mid-market fully insured plans, Taft-Hartley Union plans, large and small self-funded corporate plans, public sector employers, and association plans. He has served on the broker advisory boards of several group insurance carriers. He is an active member in the Greater Kansas City Employee Benefits Professional Association and the Health Underwriters Association.
Getting a head start on your future: Exploring your KBOR retirement plan
10:30 a.m. – 11 a.m.
Retirement may seem like a long way off but it's never too early to start planning your savings strategy. This may give your money more time to accumulate. Join us as TIAA's financial consultant, Justin Pierce, highlights the benefits of participating in the retirement plan and discusses how to create your own personal retirement strategy.
Pierce is a Financial Consultant at TIAA (tiaa.org) and is focused on helping participants plan for their financial well-being and retirement readiness. He meets with employees one-on-one and provides personalized counseling, education and advice, including specific asset allocation and fund selection recommendations using an advice methodology from an independent third-party based on the plan’s investment options. Justin began his financial services career in 2016 and has been with TIAA since 2022. He serves clients in the States of Kansas, Missouri, and Nebraska from the local Lawrence, KS TIAA office.
FOUNDATIONS OF FINANCIAL WELLNESS
11:30 a.m. – noon
Financial wellness is about a healthy balance between living for today while preparing financially for tomorrow. Where you learn to live within your means, feel confident about your future and are prepared for what is next. In this comprehensive session, we’ll cover the guiding principles of financial wellness, help you identify your own priorities and your next best step along with resources to help you get there.
Presented by Barry Benkelman, Registered Investment Advisor, Voya Financial. Barry is a Registered Investment Advisor with Voya and has been helping KBOR employees save for retirement for over 25 years.
The KPERS Retirement System; From Hire to Retire
12:30 p.m. – 1:00 p.m.
This presentation gives a good, high-level overview of the KPERS Retirement System as a whole for the participant to fully understand what it means to be a KPERS member. It is helpful to members just beginning their careers or for those who are close to retirement. Covered topics include; the different aspects of KPERS membership, employer funding basics, and KPERS position requirements. We will also speak to the different active member benefits including disability, death benefits and retirement. Attendees will be encouraged to ask questions, and the presenter will make sure all attendees know how to reach KPERS for detailed account questions and follow ups.
Presented by Paige Ashley; Educational and Training Representative. Paige has been with the KPERS Education and Training team for over 7 years. She has a 20-year background in Education and Training and has been a KPERS member herself for 23 years.
The KPERS Pre-Retirement Seminar
1:30 p.m. – 2:00 p.m.
This presentation covers everything a KPERS member needs to know when they are 5 year or less away from collecting their KPERS pension benefit. Covered topics include choosing a retirement date, how to calculate your benefit, steps in the retirement process, and payment options. The presenter will also discuss how taxes will affect your benefit, continuing life insurance, as well as working after retirement. Attendees will be encouraged to ask questions, and the presenter will make sure all attendees know how to reach KPERS for detailed account questions and follow ups.
Presented by Paige Ashley; Educational and Training Representative. Paige has been with the KPERS Education and Training team for over 7 years. She has a 20-year background in Education and Training and has been a KPERS member herself for 23 years.