Healthy, Wealthy and Wise* Lunchtime Presentations, Spring 2016

Transcription

1 Page 1 f 6 Date, Time and Place Tuesday 3/1 12:00-1:30 Healthy, Wealthy and Wise* Lunchtime Presentatins, Spring 2016 The theme f the series is hw t keep fit; financially, mentally and physically. There will be ne presentatin every week frm March 1 thrugh May 26, brught t yu by the Human Resurces Benefits Department. Take a lk at the schedule; cme t as many as yu wish n need t register. Just bring yur lunch and yur questins. Smith Memrial Student Unin is n 1825 SW Bradway. Parking is available at parking structure 1. Tpics Include Presentatin Title PERS Prgram Overview The presentatin will be dne by a member f the PERS Retirement Educatin Team. PERS Overview The Overview Presentatin prvides details regarding PERS Tier 1/Tier 2, OPSRP, and the IAP. Tpics include hw t knw which prgram yu are in, the IAP, benefit calculatins, Online Member Services, and member resurces as well as many ther tpics. 3/9 12:00-1:30 SMSU 327 PERS Prgram Overview The presentatin will be dne by a member f the PERS Retirement Educatin Team. PERS Overview The Overview Presentatin prvides details regarding PERS Tier 1/Tier 2, OPSRP, and the IAP. Tpics include hw t knw which prgram yu are in, the IAP, benefit calculatins, Online Member Services, and member resurces as well as many ther tpics.

2 Page 2 f 6 Thursday 3/17 Fiscal Fitness 101 Clintn Bell, CPA, CLU, is a financial advisr and native Texan dedicated t helping individuals, families, and businesses build and prtect their financial futures. He credits his accunting backgrund and strng desire t help peple achieve their dreams fr the success he realizes with his clients. Clintn lves t glf, muntain bike and attend Trailblazers games FISCAL FITNESS 101 Building a slid financial future thrugh the prcess f prper financial planning, including vercming financial radblcks, cultivating daily habits, and creating a financial blueprint Mnday 3/21 CAREGIVER RESOURCES Lisa Mitchell is a Senir Cnsultant fr Cascade Centers Inc. She earned her Bachelr s degree in Psychlgy frm the University f Califrnia, Berkeley and her Master s degree in Cunseling Psychlgy frm Lewis and Clark Cllege. She is a Licensed Prfessinal Cunselr in the state f Oregn and a bard apprved clinical supervisr. Lisa brings 20+ years f business experience and cunseling skills t her training with a style f genuine warmth, humr, and inspiratin. CAREGIVER RESOURCES This discussin will fcus n understanding the needs f, and caring fr, thers wh are nt able t care fr themselves. Cping with the demands f being a caregiver, the stresses f lng-term illnesses, prviding a dignified envirnment, and the use f cmmunity resurces will be cvered.

3 Page 3 f 6 Tuesday 3/29 Oregn Savings Grwth Plan Karen Blantn has ver 27 years in financial services. Her expertise is in helping peple save, plan and invest fr retirement. She has been a key nte speaker at cnferences thrughut Oregn fcusing n preretirement planning with emphasis n pensin benefits, investments, and scial security maximizatin. OSGP OSGP is a deferred cmpensatin plan that lets yu supplement yur PERS retirement by saving thrugh easy payrll deductin. Yu can save n a pre-tax basis r after-tax thrugh the Rth /6 Scial Security and Medicare Alan Edwards a Public Affairs Specialist with the Scial Security Administratin (SSA) has wrked mre than 15 years as a bilingual claims representative and brings extensive experience with the SSA s many prgrams. Scial Security and Medicare Tday s recipients Imprtance & Pressures Future & cncerns fr Change Yur entitlement and payment amunt Taxes & earnings limits Benefits fr family members Disability benefits Medicare cverage Preparatin tls Cst f living adjustments Scial Security and Medicare Scial Security and Medicare

4 Page 4 f 6 Thursday 4/14 Alan Edwards Alan Edwards a Public Affairs Specialist with the Scial Security Administratin (SSA) has wrked mre than 15 years as a bilingual claims representative and brings extensive experience with the SSA s many prgrams. Tday s recipients Imprtance & Pressures Future & cncerns fr Change Yur entitlement and payment amunt Taxes & earnings limits Benefits fr family members Disability benefits Medicare cverage Preparatin tls Cst f living adjustments Tuesday 4/19 4/27 Oregn Savings Grwth Plan Karen Blantn has ver 27 years in financial services. Her expertise is in helping peple save, plan and invest fr retirement. She has been a key nte speaker at cnferences thrughut Oregn fcusing n preretirement planning with emphasis n pensin benefits, investments, and scial security maximizatin TIAA-CREF Braden Danielsn, Senir Cnsultant Field Cnsulting Grup OSGP OSGP is a deferred cmpensatin plan that lets yu supplement yur PERS retirement by saving thrugh easy payrll deductin. Yu can save n a pre-tax basis r after-tax thrugh the Rth 457 TIAA-CREF There is n time like the present t save fr the future. Why and hw retirement saving shuld begin nw.

5 Page 5 f 6 Tuesday 5/10 HOME OWNERSHIP & FINANCING Harlan Mayer, Principal Brker, is a Prtland real estate expert, specializing in residential, cmmercial and investment prperties. He is a Certified Residential Specialist (CRS), a Certified Negtiatin Expert and applies his 12 years f varied experience representing buyers and sellers f real estate and aiding investrs with lng-term prtfli management strategies Julee Felsman (NMLS & OR #120831, WA MLO ), Sr. Lan Cnsultant, places educatin at the heart f her practice as a residential lan fficer. Since 1994, she s helped thusands f clients, frm first-time hmebuyers t seasned real estate investrs, navigate the mrtgage prcess and make sund financial decisins. Away frm wrk, she takes an active rle in managing her wn HOME OWNERSHIP & FINANCING Walking yu thrugh the hme buying and selling prcess, including a run-dwn n tday's real estate market and where the high and lw markets are headed

6 Page 6 f 6 5/18 Thursday 5/26 REAL ESTATE INVESTING Harlan Mayer, Principal Brker, is a Prtland real estate expert, specializing in residential, cmmercial and investment prperties. He is a Certified Residential Specialist (CRS), a Certified Negtiatin Expert and applies his 12 years f varied experience representing buyers and sellers f real estate and aiding investrs with lng-term prtfli management strategies Julee Felsman (NMLS & OR #120831, WA MLO ), Sr. Lan Cnsultant, places educatin at the heart f her practice as a residential lan fficer. Since 1994, she s helped thusands f clients, frm first-time hmebuyers t seasned real estate investrs, navigate the mrtgage prcess and make sund financial decisins. Away frm wrk, she takes an active rle in managing her wn ESTATE PLANNING Katherine VanZanten is an accmplished estate planning and real estate attrney and partner in a prminent Prtland firm. REAL ESTATE INVESTING Real estate ffers excellent investment pprtunities. Lk at the varius types f real estate investments, financing ptins, shrt sale and freclsure pprtunities as well as the future f the market in the Nrthwest. ESTATE PLANNING Planning and preparing fr the management and eventual transfer f yur wealth is an essential step t achieving peace f mind and gaining financial freedm. Discver what yu need t knw t prtect yurself and yur lved nes! *The title takes its name frm the Benjamin Franklin prverb Early t bed, early t rise makes a man healthy, wealthy and wise which was frm his Pr Richard s Almanac.