NORTHERN   ILLINOIS   UNIVERSITY
Human Resource Services

ANNUAL PRE-RETIREMENT PLANNING SEMINAR
Wednesday, October 21, 2009
Regency Room -  Holmes Student Center

Northern Illinois University/Human Resource Services is sponsoring the annual pre-retirement planning seminar presented at no charge to all NIU employees and a guest.   The purpose of the seminar is to assist university employees in planning for their retirement years by providing information and access to resources.

Schedule of Activities and Speakers

    8:00 –  8:15 a.m.            Check-In
    8:15 –  8:45                    Welcome/Opening Remarks - Steve Cunningham and Deborah Haliczer   
    8:45 –  9:00                    Annuitants Association - Linda Schwarz, NIU Annuitants Assoc.     
    9:00 –  9:45      State Universities Retirement System - SURS Retirement Specialist 
    9:45 - 10:00                     Break
  10:00 –12:00 p.m.           Social Security Administration - Charles Storey, Social Security Admin.  
  12:00 -  1:30      *Lunch (on your own)
   1:30  -  2:15                    Estate Planning - Ronald Klein, Attorney at Law
   2:15   - 3:00                    403(b) Supplemental Retirement Plan - Kevin Erickson, Relationship Manager
   3:00  -  3:15                       Break
   3:15  -  4:00                       Taxation into Retirement - Carme Gregory – H&R BLOCK
   4:00  -  4:15       Closing Remarks - Dennis Davito, NIU Benefits Manager & Marlene Bryant, Human Resource Services

*Lunch: Lunch on your own from 12:00 – 1:30 p.m.

Download the invitation here.