Fall 2007 Retirement Series


Handouts and Videos

Click on the topic below to go to that subject

Kickoff Legal
Financial Planning Basic Estate Planning Strategies
TCRS ORP
Medicare Social Security
Health Considerations Taxes
Insurance Housing
Personal Activities


Planning for Retirement Topic

Powerpoint, Handouts and References

Kickoff

Video, 2008 afternoon session

Video, 2008 evening session

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Legal Issues

Jeff Anderson, J.D.,
Associate V.P.,

ETSU University Advancement

Video, 1 hr. 40 min.

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Other Suggested References:

Financial Planning

Bryan Hawk, Financial Advisor,
Edward Jones

(no video available, see 2008 series)

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Basic Estate Planning Strategies

Joleen Searles, J.D., LL.M.,
The Anderson Firm

Video, 1 hr. 40 min.

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TCRS

Mark Wakefield,
TCRS Retirement Counselor

Video, 2008

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ORP

Barry Bartlett

(no video available - see 2008 series)

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Medicare

Daris Morgan,
I & A Coordinator

Lorrie Wilson,
I & A Assistant

First Tennessee Area Agency on Aging & Disability

Video, 44 min.

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Social Security

Tony Thompson,
District Manager, SSA

Video, 1 hr., 35 min.

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Click here for the Social Security information below:

  • 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

Health Considerations

Dr. Ronald Hamdy, Professor, Quillen Chair of Geriatrics, Quillen College of Medicine

Video, 1st Session,
1 hr., 29 min.

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No handouts were used, but here are some useful links provided by Dr. Hamdy.

Taxes

Joan Mitchell, CPA,
Shorter, Carden, Mitchell & Gray P.C.

Video, 1 hr. 27 min.

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Insurance

Harold Dishner, State Farm Insurance

(no video available - see 2008 series)

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Housing

Tara Shaver, MPA,
AARP Tennessee

Associate State Director for Community Outreach

Video, 1 hr. 9 min.

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Personal Activities

Dr. Deborah Harley,
Assistant V.P.

Teresa Brooks-Taylor,
Assistant Director

Community Engagement, Leadership and Learning

Video, 1 hr. 24 min.

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