Retirement Planning Webinar Series
Presented by the United Way Retirees Association (UWRA)
Planning for Retirement in an Era of Uncertainty!!
This Webinar on the critical importance of lifelong retirement planning was the first in a series of retirement planning Webinars being offered by the United Way Retirees Association. It provided tips on how to be better prepared for retirement, common retirement planning mistakes, planning ideas by age group, and lessons learned by United Way colleagues.
Retirement Planning Webinar #2
Helping United Way Staff Plan for Retirement
August 2, 2012
Geared to CEOs and Human Resource Professionals this Webinar provided an example of a retirement planning education program for United Way staff as well as some other “best practices” that will enable employees to more successfully address major retirement challenges. Tips for both larger and smaller United Ways were offered.
The Process of Retirement Planning/Estate Planning
Planning successfully for retirement has become more complex given the changing retirement landscape. The 3rd Webinar in the UWRA Retirement Planning series provided a general framework for beginning the retirement planning process including estate planning considerations, the importance of personal goal setting, and incorporating one’s values into the planning process. Moderator UWRA Board Member Ralph Gregory (Retired CEO, United Way of Westchester and Putnam), and Presenters - Ed John (Vice President Planned Giving, United Way Worldwide), and Monica Estabrooke (UWRA Board Member, and former Director with United Way of America and AARP) - discused some issues that will assist you in planning for a quality retirement.
Don't Let the Future Surprise You!
April 7, 2014
The Webinar featured Jeri Sedlar who co-authored with husband Rick Miners the book Don't Retire, REWIRE! As they state on their website (http://www.dontretirerewire.com/), Rewiring® is “the missing link” between financial planning and successful living, regardless of your age or stage of life. The focus of this Webinar was on the dynamics associated with the non-financial side of retirement planning and living in retirement, with particular emphasis on the psychological impact of this transition. The Webinar not only included a presentation by Jeri Sedlar, but also highlighted some lessons-learned by a panel of UWRA retirees and some suggested resources to assist with the non-financial dimension of retirement planning.
UWRA Retirement Planning Webinar #5
Reorienting After Career
October 22nd, 2014
As the fifth installment in the UWRA Retirement Planning Webinar series, Reorienting After Career was an interactive learning session, focusing on ways to plan for life after career. Supported in part by an IBM grant, participation was limited in order to facilitate group discussion. The focus of this offering was on four important questions that those nearing retirement, and those who have recently retired, should ask themselves. The co-hosts introduced each question with brief comments, a four person panel gave their viewpoints, and participants were then invited to share their perspectives.
UWRA Retirement Planning Webinar #6
Writing a Retirement Mission Statement and/or Mantra
This sixth installment introduced these two approaches to taking responsibility for shaping the purpose one would like to pursue during one's retirement years. A panel of three United Way colleagues shared their own mission statement/mantra in a very effective and personal way - emphasizing that it takes considerable introspection and is an interative process that calls for one to revisit such statemesnts as life evolves. A special template was developed to assist people in designing their own retirement mission statements and/or mantras.
To find out more about our Webinar series please go to the Retirees/Alumni portion of UWOnline - the United Way internal website:
* Some of the links posted on the UWRA website go to UWOnline (United Way's internal website) and access is restricted to United Way current staff and UWRA Members. If you are a UWRA Member and not registered yet for UWOnline please click on the registration link and complete the application form indicating your organization is UWRA: Register for UWOnline. Once your membership in UWRA is confirmed, you will receive information from United Way Worldwide (acceptance subject to approval by UWW) authorizing your new account. You will then receive a daily breakfast email and have access to UWOnline.