News

OCSEA Pre-Retirement Training in April

Posted Mar. 19, 2019 by


Pre-Retirement Training 

April 26-27, 2019

OCSEA Headquarters
390 Worthington Road
Westerville, OH 43082 

Download registration form and packet (pdf)

The registration deadline is April 12.

Download registration form.


The Union Education Trust (UET) is offering a pre-retirement training at OCSEA Headquarters on Friday, April 26 and Saturday, April 27.

The training is open to active OCSEA bargaining unit members within seven years of retirement. It will aid members and their spouses or significant others develop 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 pre-retirement training, return the completed registration form to UET by April 12, 2018.

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, April 26, 2019

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

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

OPERS Retirement Healthcare Benefits 6 - 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, April 27, 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.