Presented By: Jim Reinke—ICMA When: Thursday, April 14th, 6:00 to 7:30 PM Transitioning into and through retirement can be rewarding and challenging. So having a plan is important. We’ll focus on 10 key questions you should ask, from saving, to Social Security and Medicare, and managing your investments, withdrawals and taxes. Other topics include a […]
When: Saturday, April 16th, 9 AM Where: Chambers Bay, 9850 64th ST W, University Place, WA 98467 What: Participants are welcome to run or walk the 3.1 miles. The event includes family fun, raffle prizes, a commemorative T-shirt and a catered post-race breakfast. Registration: The cost is $25 for Utilities People members, $32 for non-members. […]
Presented By: Bob Pentimonti, Harlowe & Falk When: Thursday, April 21st, 6:00 to 7:30 PM Estate planning is the process of creating a master plan to preserve and finally “give out” your assets – both during your lifetime and after your death. Attorney Bob Pentimonti will discuss basic estate planning concepts to help ensure that your assets […]
When: Saturday, May 14th, 11 AM Where: The race starts and ends at the University of Washington Tacoma campus stairs. Who: Registration is for teams of up to four people, of any age. No discount for teams of less than four. Each team member will receive an Amazing Preservation Race T-shirt on which they can […]
Jim Mendoza (Department of Retirement Systems) This presentation will cover your LEOFF pension plan and benefit options. Shannon Hoffman and Diane Peterson (City of Tacoma, HR/Benefit Specialists) Shannon will provide an overview of the post-retirement medical and COBRA options and eligibility requirements. Diane Peterson will cover the 457 deferred compensation plans*. *Representatives from ICMA and […]
