Social Security Basics

Understanding the components of your retirement income is important and Social Security is a big factor to consider. This presentation reviews 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 video is for you.

Medicare Basics

This short video provides an overview on, what is Medicare and who is eligible for coverage, when you can enroll, the different components that make up Medicare, Medicare costs, what’s covered and what’s not covered, supplemental policies and drug coverage, and available resources.

IRA Basics

In this short video, you’ll learn more about IRAs including, what is an IRA?, contribution options and key differences, annual contribution limits, the MERS IRA option and how to enroll, and get answers to some frequently asked questions.

Retiring with a MERS Defined Contribution Plan

Do you have a MERS Defined Contribution Plan? Are you interested in learning more about plan considerations and saving for your future? If so, check out this video where we walk through the importance of participation and tips to create a paycheck in retirement. We’ll also review investment, beneficiary and distribution information.

MERS 457 Program Overview

This video will provide valuable information and insight on how the MERS 457 Supplemental Savings Program works.

Retirement Planning Considerations

Are you taking the right steps to complete your ideal retirement picture? Spending your golden years doing fun things like golfing or traveling sounds great, doesn’t it? Being prepared for the other expenses you will face in retirement can help you keep those dreams alive!

Insurance Considerations

The types of insurance you need can depend upon your age, assets and dependents. However, each person’s situation is unique.

During the webinar, an insurance expert will walk through the various types of insurances available such as health, automobile, mortgage and life and the purpose of each. They will discuss which insurances make sense based on lifestyle and other circumstances. You’ll walk away with a clear understanding of the best options to help protect you, your loved ones and your valuable possessions.

Social Security

Social Security Basics

Understanding the components of your retirement income is important and Social Security is a big factor to consider. Join Social Security Public Affairs Specialist Vonda VanTil as she discusses 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 video is for you.

Organizing Your Personal and Financial Records

Life is full of events that lead to many paper and electronic documents. The high volume often leaves people feeling so overwhelmed that they ignore their piles of ever-growing paper, making it hard to find what they need when they need it. During this video, we’ll discuss how to purge the paper you don’t need and organize the paper you keep. We’ll give you examples of files you should shred, recycle, and save.

Financial Fitness Tool Overview

Financial concerns follow us everywhere, causing stress both at home and work. Growing debt. A lack of savings. Retirement uncertainty. With MERS’ new Financial Fitness tool, you will be able to take control of your finances!

This video will show you a series of financially focused workouts designed to help you see how you are doing and learn where you should be. These easy, intuitive exercises help you make improvements in key areas that affect your overall financial wellness.