Back by popular demand this spring, the University of St. Thomas will once again offer employees the opportunity to participate in the Retirewise program. Retirewise is a free, four-part series of retirement-planning and education workshops. The workshops are designed to help employees of all ages clarify their retirement goals and identify the steps needed to achieve them.

To participate in the series, employees must register by Tuesday, April 1, and commit to attend all four workshops. The workshops will be held Wednesdays, April 2, 9, 16 and 30. Registration details are below. The workshops will not be held if fewer than 15 people register.

Workshop modules:

  • Module 1 – “Building the Foundation.” In this workshop employees will envision their retirement goals and how to finance them based on current and future retirement trends. This workshop covers financial basics and tax diversification.
  • Module 2 – “Creating and Protecting Wealth.” This module examines wealth accumulation during the working years. It also will cover investment strategies, including asset allocation, diversification and rebalancing.
  • Module 3 – “Establishing a Retirement Income Stream.” Building on what was learned in the first two modules, this workshop will discuss preretirement strategies intended to help generate income during retirement and how to structure that income stream.
  • Module 4 – “Making the Most of What You Have.” This workshop will review the university’s benefit offerings for a clear understanding of how they fit into a retirement plan as well as discuss the basics of estate planning.

All workshops will be held from 11:30 a.m. to 1 p.m. in McNeely Hall, Room 100, (St. Paul campus) on these dates:

 Module Date
 Module 1: “Building the Foundation” April 2
 Module 2: “Creating and Protecting Wealth” April 9
 Module 3: “Establishing a Retirement Income Stream” April 16
 Module 4: “Making the Most of What You Have” April 30

 

Learn more about the workshops here. Register to attend the workshops here or call MetLife, (866) 801-3547.

To receive a brochure or registration form to complete and fax to MetLife, or if you have questions about Retirewise, contact the HR-Benefits team, (651) 962-6520 or benefits@stthomas.edu.