UET Pre-Retirement Training


Pre-Retirement Training 

Nov. 8-9, 2019

OCSEA Headquarters
390 Worthington Road
Westerville, OH 43082 

Get the registration form

The Union Education Trust (UET) is offering a Pre-Retirement Training at OCSEA Headquarters on during the evening of Friday, Nov. 8 and during the day on Saturday, Nov. 9.

The training is open to active OCSEA bargaining unit members within 10 years of retirement. It will aid members and their spouses or significant others in developing a personalized action plan with clear steps toward achieving their retirement goals in the following areas:

  • Financial planning
  • Physical and mental health
  • Social involvement
  • Overall wellness

Register

To register for UET Pre-retirement Training, return the completed registration form to the Union Education Trust.

Fax
614-865-4012
Attn: Beth Lowe, UET Administrative Assistant 

Mail
OCSEA - Union Education Trust
Attn: Beth Lowe, UET Administrative Assistant
390 Worthington Road, Suite C
Westerville, Ohio 43082-8331 

Email
Beth Lowe
blowe@ocsea.org 

Tentative Agenda

Friday, November 8, 2019

Registration 5:30 - 5:45 p.m.

Introduction/Overview 5:45 - 6:00 p.m.

OPERS Retirement Healthcare Benefits 6:00 - 7:00 p.m.

Break 7:00 - 7:15 p.m.

OPERS Retirement Health Care Benefits 7:15 - 8:00 p.m.

Q&A 8:00 - 8:30 p.m.

Closing/Overview for Saturday 8:30 - 8:45 p.m.

Light dinner will be provided

Saturday, November 9, 2019

Registration 8:30 - 9:00 a.m.

OCSEA Retiree Information 9:00 - 9:30 a.m.

Ohio Deferred Compensation Program 9:30 -10:30 a.m.

Break 10:30 -10:45 a.m.

Kemba Financial Planning 10:45 -11:45 a.m.

Union Benefits Trust 11:45 a.m. -12:15 p.m.

Lunch (provided) 12:15 - 12:45 p.m.

Health/Wellness 12:45 - 1:45 p.m.

Evaluations/Closing remarks 1:45 - 2:15 p.m.

Continental breakfast and lunch will be provided

Questions?

For more information about the training, contact UET Administrative Assistant Beth Lowe at 614-865-2645 or blowe@ocsea.org.