NBAPS Wellness Day 2025

This session will review both pension and 403(b) retirement planning. The information covered will be for staff at any stage of retirement planning. These sessions were designed in partnership with Education Minnesota, there are no sales or product specific information included.
Topics Include:
Understanding your pension
• How TRA & PERA are calculated
• How the various distribution options work
• How a pension fits into your retirement plans
411 on 403(b)s
• What is a 403(b)
• How the 403(b) work
• Why you need a 403(b)

***Licensed staff: You will receive one continuing ed. clock hour for attending this course. Make sure to sign in when attending in order to have this hour entered into Keep Certified on your behalf.

Topics include: Actions to be taking in the 10-15 years before retirement, Retirement timelines for Social Security, Pensions, and Medicare, What to review with your investments.

***Licensed staff: You will receive one continuing ed. clock hour for attending this course. Make sure to sign in when attending in order to have this hour entered into Keep Certified on your behalf.

This session covers the basics of investing, including:

• Stocks, bonds, ETFs, and Mutual funds
• Risk, allocation, and how they affect your outcomes
• Understanding fees and why they matter
• Calculating proper contribution levels

***Licensed staff: You will receive one continuing ed. clock hour for attending this course. Make sure to sign in when attending in order to have this hour entered into Keep Certified on your behalf.