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Home Information for Retirement Seminars

Information for Retirement Seminars

Retirement Strategies: Creating Your Plan Seminar

Are you within ten years of retirement? Enroll in our Retirement Strategies: Creating Your Plan seminar. Those pursuing Y-USA Leadership certification/ re-certification can receive 4 credits.

Download and print the seminar materials and resources:

SEMINAR
  • Pre-Work and Checklist for Leisure Activities in Retirement
  • Retirement Strategies: Creating Your Plan Seminar Certificate
  • How to Request YMCA Leadership Recertification Credit
FORMS
  • 403(b) Smart Account
  • Request for Release of Information to a Third Party
  • Rollover Authorization
HEALTH INSURANCE
  • Long-Term Care Overview
  • Medicare & You Booklet
  • Popular Medicare Publications
SOCIAL SECURITY
  • Government Pension Offset
  • Social Security Survivors Guide
  • Windfall Elimination Provision
Worksheets
  • Checklist for Retirement Readiness
  • Checklist for Leisure Activities in Retirement
  • My Personal Records Organizer
  • Path to Happiness
  • Retirement Budget
  • Setting Goals
YMCA ALUMNI
  • Membership and Chapter Information
YMCA RETIREMENT FUND GUIDES
  • Annuity Options
  • Key Retirement Milestones
  • Leaving and Retiring
  • Plan for Retirement Handout
  • Retirement Strategies
  • Summary Plan Description Booklet
  • Understanding Your Annuity Options Video
  • New To The Y
    New To The Y
    Welcome to the Fund! Learn more about a safe and secure path to retirement and start saving today.
    • 2023 Contribution Limits Calculator
    • FAQs
    • Forms
    • Glossary
    • Publications
    • Retirement Planning for All Ages
    • Rollovers
    • Save From Day One
    • Video Library
    • See More For New Employees
    See More For New Employees
  • Plan Participants
    Plan Participants
    You’re on the right track to a secure retirement! Learn more about your exclusive retirement benefits and how you can save even more towards your retirement.
    • 2023 Contribution Limits Calculator
    • FAQs
    • Forms
    • Glossary
    • Loans
    • Publications
    • Request A Consultation
    • Retirement Strategies Seminar Materials
    • Rollovers
    • Start Your Lifetime Retirement Income Benefit
    • Update Your Info
    • Video Library
    • When You Leave the Y
    • Withdrawals for Employees
    • See More For Plan Participants
    See More For Plan Participants
  • HR Professionals &
    Plan Administrators
    HR Professionals & Plan Administrators
    The Fund is here to guide you in your role as Plan Administrator. Learn more about your key responsibilities and access resources to aid you in your role.
    • Administrator’s Guide
    • 2023 Contribution Limits Calculator
    • Complimentary Educational Services
    • The Definition of Compensation
    • Educational Materials
    • FAQs
    • Forms
    • Glossary
    • Local Plan Administrator Training
    • Publications
    • Video Library
    • Virtual Education Resources
    • YERDI Login (Resources for LPAs)
    • See More For HR Professionals & Plan Administrators
    See More For HR Professionals & Plan Administrators
  • CEO & Volunteer
    Leadership
    CEO & Volunteer Leadership
    The Fund is here to guide you and provide you with information needed for your role.
    • Compliance Responsibilities
    • Complimentary Educational Services
    • FAQs
    • Participation Benefits
    • Participation Rates
    • Who We Are
    • See More For CEO & Volunteer Leadership
    See More For CEO & Volunteer Leadership
  • Retirees
    Retirees
    Stay connected with the Fund for news on your retirement benefits. Log in or create an online account to keep your contact information up-to-date.
    • Emergency Grants for Retirees
    • FAQs
    • Forms
    • Important Retiree Information
    • Retirement and Social Security
    • See More For Retirees
    See More For Retirees
  • How The Fund Works
    How The Fund Works
    Build your retirement savings with the Fund’s two plans.
    • Eligibility & Vesting
    • Fund Updates & Insights
    • Glossary
    • Retirement Income for Life
    • Retirement Plan
    • Rollovers
    • Savings Plan
    • Video Library
    • Discover How The Fund Works
    Discover How The Fund Works
  • Learning Center
  • Login
  • About Us
  • Contact Us
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