Whether you're close to retirement, looking for ways to save your municipality money or much more, we have events to suit your needs.
Understanding and Utilizing MERS' Toolbox of Resources
Date: 1/29/2020 9:00 AM - 10:00 AM
Venue: City: Webinar
Description: Are you interested in learning more about the resources and education opportunities MERS offers? Would you like to know what other local governments are doing to improve the financial wellness of their employees? During this webinar, MERS Regional Manager Marne Daggett and Benefit Education Specialist Angie Schrauben will walk you through the tools available to decision-makers within the workplace – people like you – to help employees better prepare for retirement. We'll also talk about the importance of providing benefit education and highlight some ways that MERS can assist in those efforts. Read More »
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Taking Steps Toward Your Financial Goals - Investment Basics and Savings Options
Date: 2/19/2020 1:30 PM - 2:30 PM
Description: Depending on your financial goals in retirement, it may be necessary for you and your spouse to consider supplemental retirement plan options. In this session, we'll explore your retirement savings choices to help you add security to your retirement plan. Another important component to financial security is ensuring your investments are allocated correctly to help you reach your retirement goals. We'll walk through some investment basics and provide tips to help you evaluate your current investment line-up. Finally, we'll put it all together by highlighting a tool all MERS participants have access to - the Full Picture report builder. You'll learn how this resource utilizes your retirement and investment information to provide a customized retirement readiness plan based on your goals. Read More »
Date: 2/27/2020 9:00 AM - 10:00 AM
Debt Management Strategies
Date: 3/26/2020 9:00 AM - 10:00 AM
Description: Ever felt trapped by your growing amount of debt? It can accumulate fast and leave you in a deep finance hole. By understanding the categories of debt such as "good" versus "bad", you can learn how to put a repayment strategy in place. Additionally, we’ll provide tips that you can use to help educate the next generation – your children, grandchildren or other important younger audiences - on financial basics such as budgeting, saving and the importance of good credit. Read More »
Defined Benefit Retirement Overview with Social Security & Medicare Basics
Date: 4/14/2020 6:00 PM - 7:00 PM
Description: Do you have questions about the MERS Defined Benefit retirement process? Join us as we review the steps you should take now to prepare for your retirement. We'll review the process of applying for retirement from MERS and some common questions people have as they retire. Additionally, we'll provide some resources to help you better understand your Social Security and Medicare options. Read More »
Health Care in Retirement
Date: 5/21/2020 12:00 PM - 1:00 PM
Description: Health care costs are one of the biggest expenses in retirement. Do you know your options? During this Quick Bite webinar, we will provide an overview of Medicare and the benefit options you'll have in retirement. We'll talk about the costs associated with Medicare and provide you with resources to help you get more information. We'll also highlight the MERS Retiree Health Care Exchange and talk about how you can use the MERS Health Care Savings Program in tandem to assist with premium costs. If you are nearing retirement and have questions about your health care options post-employment, mark your calendar to view this session. Read More »
Mentoring the Next Generation
Date: 6/18/2020 2:30 PM - 3:30 PM
Description: Did you know that kids as young as three can grasp the concept of how money works? And yet, most graduate high school without ever taking a course on financial basics. That leaves us – parents, grandparents and influential adults – to teach children the importance of budgeting and saving. During this session, we’ll review key concepts to teach at every age level and provide some tips and resources to help you get started. If you have younger people in life that you care about, don’t miss this session. Read More »
End of Life Care Basics
Date: 7/15/2020 1:00 PM - 2:00 PM
Description: It’s not a subject we like to think about, but the fact is, by defining your end of life care wishes, you are making an already difficult time more manageable for your loved ones. During this webinar, we’ll discuss important considerations for creating your end of life care directive and talk about ways you can ensure these wishes are followed by your provider and/or caregivers. Read More »
Date: 8/27/2020 8:30 AM - 9:30 AM
Annual Conference Know Before You Go
Date: 9/16/2020 12:00 PM - 12:30 PM
Description: Are you planning to attend the 2020 MERS Retirement Conference? If so, join us as we review what’s in store for this year’s event. We’ll provide hotel and parking reminders, walk through the agenda and interview a few of our presenters. Tune in for important information that will enhance your conference experience! Read More »
Strategies to Effectively Manage Your Finances
Date: 10/22/2020 8:30 AM - 9:30 AM
Description: Financial wellness is a buzzword in the financial industry today, but what does it really mean? Join us for this session to take a deep dive into the four pillars of financial wellness – budgeting, emergency savings, debt management and planning for the future. You’ll learn more about each of these topics and walk away with practical and applicable skills and action items you can use to improve your overall financial health. Read More »
Social Security Overview
Date: 11/10/2020 5:30 PM - 6:30 PM
Description: Understanding the components of your retirement income is important and Social Security is a big factor to consider. Join MERS as we discuss hot topics such as eligibility, the process to apply and resources to help you navigate the system. If retirement is in your near future, this webinar is for you! Read More »
Establishing an Emergency Savings Plan
Date: 12/3/2020 10:00 AM - 11:00 AM
Description: Personal finance experts tell us that ideally, we should have 3-9 months’ worth of expenses saved in an emergency fund. It's also recommended that we save for retirement, so we can replace 80% of our pre-retirement income. For most of us, there is only so much money to go around. During this webinar, we'll explore different savings options and strategies to help you plan for the unexpected, while still saving for retirement. Additionally, we’ll provide tips that you can use to help educate the next generation – your kids, grandkids or other important younger audiences - on financial basics such as budgeting and saving. Read More »
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