Online - Sep 1, 2021

Want to learn more about your benefits, or need help planning for retirement? There are now two virtual education options facilitated by YMCA Retirement Fund staff. When you click on either link, you will be taken to a registration page. Any date in bold has one or more options. Click on that date, select a time, and register. Times shown are in eastern time, but you will be able to convert them to your time zone once you click on an option. These education sessions are available for registration up to sixty days in advance.

Understanding Your YMCA Retirement Fund Benefit

This thirty-minute educational presentation is designed for new hires or those ready to save for retirement. You’ll learn the difference between the Retirement Plan and the Savings Plan and how to make the most of the Savings Plan’s (403(b) Smart Account and Rollover) features while working and in retirement. You’ll also learn the “rule of thumb” for the income you’ll need in retirement and how tax-deferred savings add up.

Register Here

Retirement Strategies: Creating Your Plan Seminar

This is a three-hour seminar designed for staff who are within ten years of retirement or over the age of fifty. Your spouse/partner is encouraged to attend. You’ll learn about the options with your YMCA Retirement Fund accounts, including all the different annuity options; understanding and getting the most from your Social Security benefit; budgeting for and taxes in retirement; healthcare options, including an overview of Medicare; and questions to consider in estate planning.

Those pursuing Y-USA Leadership certification/re-certification can receive four credits.

Register Here