EDC Training Course Handouts

ETSU Employee Development Center

Professional and Personal Development Programs for ETSU Faculty and Staff

Fall 2007 Retirement Series

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Handouts and Videos

Planning for Retirement Topic	Powerpoint, Handouts and References
Kickoff, Sep. 18 Video, 1st Session, 1 hr. 26 min. Video, 2nd Session, 1 hr. 25 min.	Retirement Decision Making Areas TCRS-ORP Comparison TCRS Benefit Calculator TCRS Sick Leave Accumulation Schedule TCRS Retired Members, June 30, 2005 TCRS-Social Security-Health Insurance Time-Line “Make Your Nest Egg Last.” Updegrave, Walter. MONEY Magazine senior editor, Money Magazine, June 14, 2006. "Your Family's Money." Updegrave, Walter, MONEY Magazine senior editor, Money Magazine, July 20, 2006. "7 smart reasons not to retire early", Consumer Reports Money Advisor, Feb. 2006. "The new retirement: Staying ‘engaged’ can keep you healthier", Consumer Reports on Health, April 2006. "Preretirement Do's and Don'ts." Pfaff, Timothy. Dynamic Years May-June 1979. "The 13 biggest retirement mistakes." Consumer Reports Money Advisor, Aug. 2005. "Personal Wealth - A veteran financial writer discusses what surprised him about retirement." Hinden, Stan. Bloomberg Personal Finance. June 2002. "Surprises that await in retirement." Daugherty, Greg. Consumer Reports Money Advisor, Apr. 2007.
Legal Issues, Sep. 20 Jeff Anderson, J.D., Associate V.P., ETSU University Advancement Video, 1 hr. 40 min.	PowerPoint Presentation Tennessee Department of Health Model Forms Other Suggested References: The Wall Street Journal. Complete Retirement Guidebook: How to Plan It, Live It and Enjoy I AARP Crash Course in Estate Planning: The Essential Guide to Wills, Trusts, and Your Personal Legacy (AARP) www.smartmoney.com A Guide to Elder Planning: Everything You Need to Know to Protect Yourself Legally and Financially (Paperback), by Steve Weisman
Financial Planning, Sep. 27 Bryan Hawk, Financial Advisor, Edward Jones (no video available)	Retirement Planning Calculators from AARP Edward Jones - Making Sense of Investing
Basic Estate Planning Strategies, Oct. 1 Joleen Searles, J.D., LL.M., The Anderson Firm Video, 1 hr. 40 min.	PowerPoint Presentation The Handouts are at the end of the .pdf file
TCRS, Oct. 2 & 3 Mark Wakefield, TCRS Retirement Counselor Video, 2 hrs.	Retirement...A New Beginning (TCRS Handbook) TCRS Retirement Application
ORP, Oct. 4 Barry Bartlett (no video available)	Optional Retirement Program (ORP) Publications ORP Annuity Providers
Medicare, Oct. 9 Daris Morgan, I & A Coordinator Lorrie Wilson, I & A Assistant First Tennessee Area Agency on Aging & Disability Video, 44 min.	PowerPoint Presentation Medicare: The Official U.S. Government Site TN Medicare Supplement Plan SMP-Medicare Fraud Prevention AARP Medicare Site Medicare Drug Coverare - The Basics (AARP Bulletin, November 2005) - similar, but not the same handout from Oct. 9 SMP Resources (Senior Medicare Patrol) First TN Area Agency on Aging & Disability National Clearinghouse for Long-Term Care Information
Social Security, Oct. 1 Tony Thompson, District Manager, SSA Video, 1 hr., 35 min.	PowerPoint Presentation Understanding the Benefits (SSA Publication handed out) Schedule of Social Security Benefit Payments 2007 Direct Deposit Frequently Asked Questions Do I have to pay income tax on my Social Security benefits? How to Have Federal Taxes Withheld from Your Social Security Benefit Request for Employment Information Form CMS-L564 (only obtained from Social Security) Medicare Part B Monthly Premium Increase 2008 Medicare Part D Subsidy Information Questions About Enrolling in Medicare's Prescription Drug Coverage Social Security Online: The Official U.S. Government Site
Health Considerations, Oct. 18 Dr. Ronald Hamdy, Professor, Quillen Chair of Geriatrics, Quillen College of Medicine Video, 1st Session, 1 hr., 29 min. Video, 2nd Session, 1 hr. 34 min.	No handouts were used, but here are some useful links provided by Dr. Hamdy. American Geriatrics Society National Osteoporosis Foundation Gerontological Society of America International Society of Clinical Densitometry (Bone Density)
Taxes, Oct. 23 Joan Mitchell, CPA, Shorter, Carden, Mitchell & Gray P.C. Video, 1 hr. 27 min.	Seminar Outline Social Security Tax Examples Tennessee Deferred Compensation Programs Comparison of 457 and 401(k) plans
Insurance, Oct. 25 Harold Dishner, State Farm Insurance Video, 1 hr. 19 min. (including 1 min. 11 sec. pause at the beginning)	Handbook, State Group Insurance Program (see p. 19, "What if I retire?") Health Insurance Premium Rates, 2008 Medicare Supplement Brochure-POMCO A Shopper's Guide to Long Term Care Insurance (link to NAIC catalog, $.71 per copy) State Farm Long Term Care Pamphlets State Farm Learning Center
Housing, Oct. 30 Tara Shaver, MPA, AARP Tennessee Associate State Director for Community Outreach Video, 1 hr. 9 min.	Housing Tips AARP Policy & Research AARP Topics in Housing, Mobility & Care Options AARP Reverse Mortgages
Personal Activities, Nov. 8 Dr. Deborah Harley, Assistant V.P. Teresa Brooks-Taylor, Assistant Director Community Engagement, Leadership and Learning Video, 1 hr. 24 min.	Backburner Exercise Tips for Volunteering Johnson City Area Volunteer Opportunities Volunteer Opportunities Local Libraries Tennessee Senior Olympics Johnson City Senior Center Retired and Senior Volunteer Program


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Mailing Address: Employee Development Center
ashleyrc@etsu.edu
ETSU Box 70564
Johnson City, TN 37614-1707
Telephone: 423-439-6130
Fax: 423-439-5830
TDD: 423-439-4710