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  • UPI Local 4100
  • UPI Retirees

Events

 

 

 

 


"Preparing to Retire"
Be sure to register below!

AGENDA
Brought to you by the UPI Retirees Chapter

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Join us for one of the following webinars focused on preparing for retirement!
There will be 2 separate sessions:  One for those in RSP and one for those in Defined Benefits.
October 9, 2024, 10:00 AM – Only for those in Defined Benefit (guaranteed)

October 10, 2024, 10:00 AM – Only for those in RSP (self-managed)

 

Zoom Meeting – An automatic email will be sent to you after you register with the link to the webinar.

October 9th --Defined Benefit Session Agenda:

Register:
 

  • Elizabeth Essex, UPI Retirees Chapter President.  Welcome

  • Marlys Johnson, SURS Retirement Consultant, mjohnson@surs.org

  • Stacy Smith, SURS Senior Education Manager, ssmith@surs.org 1-217-378-8800; Lori Kern, Retirement Counseling Manager

  • Sandi Estep Health insurance. Estep2001@comcast.net

  • Steven Rock, Retirees Chapter Secretary-Treasurer and SURS trustee mfsmr2@gmail.com

  • Q & A

  • John Miller, UPI 4100 President. Closing


October 10th -- RSP Session Agenda:

Register:
 

  • Steven Rock, Retirees Chapter Secretary-Treasurer and SURS trustee mfsmr2@gmail.com

  • Q & A

  • John Miller, UPI 4100 President. Closing

 

 

 If you are not sure which retirement plan you are in, go to SURS at https://surs.org

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