Fall 2008 Retirement Series


Handouts and Videos

Click on the topic below to go to that subject

Kickoff Legal
Financial Planning with less than 10 years until retirement Financial Planning with more than 10 years until retirement
TCRS ORP
Medicare Social Security
Estate Planning Taxes
Insurance Long Term Care
Investing 101 Crime Prevention/Identity Theft

 

Planning for Retirement Topic

Powerpoint, Handouts and References

Kickoff

  • Dr. Ron Hamdy, Quillen C.O.M. Chair of Geriatrics
  • Betty Tester, Past President ETSURA
  • Dr. Margaret Hoagland, ETSURA Member
  • Dr. Delmar Mack, ETSURA Member & Adjunct Professor

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, 2007, 1 hr. 40 min.
No video from 2008. Content the same.


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Other Suggested References:

Investing 101

Dr. Bill Trainor, Assoc. Professor, College of Business & Technology

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  • Powerpoint: Investing 101: Accumulating The First Million
    View videos along with a copy of the powerpoint
    (If unable to view, click to download PowerPoint Viewer 2007)
  • Video - afternoon session (contains 1st part of evening session)
  • Video - evening session (starts at 1:28:04 of afternoon video)

Financial Planning with Less than 10 years to Retirement

Dr. Larry White, Professor & Chair of Banking, College of Business & Technology

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Financial Planning with more than 10 years to Retirement

Dr. Joe Mason, Assoc. Professor, College of Business & Technology

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Estate Planning

Marguerite Self Elkins, C.F.P., J.D., LL.M,

Crossbridge Advisors

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TCRS

Mark Wakefield,
TCRS Retirement Counselor

Video, 2 hours

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ORP

Beth Chapman, State Deferred Compensation Office and

ORP Reps. from ING, TIAA-CREF, VALIC

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Medicare

Tony Thompson
District Manager, SSA

Video, 1 hr. 23 min.

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Social Security

Tony Thompson,
District Manager, SSA

Video, 1 hr., 22 min.

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More 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
Long Term Care

Harold Dishner Insurance Agency

Video

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Taxes

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

Video, 2007, 1 hr. 27 min.
No video from 2008. Content the same

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Insurance, State and General

Joyce Willocks, ETSU Benefits Manager

David Erickson, Erickson Insurance Services

David Strickland, Corporate Insurance Group

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View videos along with a copies of the powerpoint below

Deferred Compensation

Trampus Bright, Great West Retirement Services

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Crime Prevention

Officer Terry Hardin, Johnson City Police Department

Identity Theft
Agent David Bishop, FBI


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No handouts or video available

Websites recommended:

Credit Report organizations