- For eligible employees with pre-2000 service under the Defined Benefit Pension Plan
- How and when to apply for retirement benefits
- For eligible employees with at least 15 years of service prior to July 1, 2020
- SHARP (Supplemental Healthcare Adventist Retirement Plan) Provisions regarding Pre-Medicare, Medicare, HRA, Rx, Dental/Vision/Hearing
- Financial Wellness is for All
- Benefits of planning
- Personal finance assessment
- Budgeting tools
- Investment principles
- Contributions; Pre-Tax, Roth (after-tax)
- Contribution Limits
NAD-Wide Financial Wellness Seminar
July 25, 2024
3:00-6:00pm EST
About
Whether you are just starting your career, somewhere in the middle, or counting down to retirement, this seminar will help you plan for the life you want.
We're with you on the journey!
NAD-wide “Virtual” Financial Wellness Seminar for Employees (and their spouse) of the North American Division
Defined Benefit “frozen” (DB) Plan
Healthcare (SHARP) Plan
Defined Contribution (DC) Plan
You may contact Sherri Jackson at (443) 391-7300, or Email for additional questions.