Posted 9:21 a.m. Monday, Jan. 27, 2025
Learn about Retirement with an ETF Retirement Specialist!
Preparing for Your Retirement
Planning to retire in the next 5 years? Then this webinar is for you. Learn about your WRS benefits and the retirement process.
By the end of this webinar, you will be able to:
- Explain how the WRS retirement benefit works
- Recognize eligibility and prepare to apply for benefits
- Identify the different types of annuity options
- Prepare for health and life insurance changes in retirement
- Find additional resources
Wednesday, February 12, 1:00-2:00 p.m.
Wednesday, February 26, 6:00-7:00 p.m.
Tuesday, March 11, 11:00 a.m.-12:00 p.m.
Thursday, March 27, 6:00-7:00 p.m.
Tuesday, April 8, 1:00-2:00 p.m.
Thursday, April 24, 6:00-7:00 p.m.
Tuesday, May 6, 11:00 a.m.-12:00 p.m.
Wednesday, May 21, 6:00-7:00 p.m.
Wednesday, June 11, 6:00-7:00 p.m.
Thursday, June 26, 1:00-2:00 p.m.
Annuity Options
When you get your retirement estimate, you’ll see that there are many options for receiving your retirement benefit. You can choose to receive the payment for your life or extend it beyond your life to your loved ones. The choice is yours. We’ll discuss how each option impacts the size of your payment and affects your loved ones.
By the end of this webinar, you will be able to:
- Define and explain annuity, annuitant, beneficiary and named survivor
- Compare the different annuity options
- Find resources with more information
- Identify the next steps for you to choose an annuity option
Tuesday, March 4, 1:00-1:30 p.m.
Wednesday, March 12, 6:00-6:30 p.m.
Tuesday, March 25, 11:00-11:30 a.m.
WRS Effective Rates and Annuity Adjustments
Each year, you may see changes to the amount of your retirement payment. We’ll discuss why and how these changes happen.
By the end of this webinar, you will be able to:
- Define WRS effective rate and annuity adjustment
- Explain how the Core Trust Fund and Variable Trust Fund effective rates are calculated
- Explain how the Core Trust Fund and Variable Trust Fund annuity adjustments are calculated
Wednesday, March 5, 6:00-6:30 p.m.
Thursday, March 13, 1:00-1:30 p.m.
Wednesday, March 26, 11:00-11:30 a.m.
WRS Retirement Benefit Calculations
Have you requested a retirement estimate? Thinking about it? In this presentation, we’ll discuss how we calculate your retirement benefit.
By the end of this webinar, you will be able to:
- Explain the individual components of the two retirement benefit calculation methods
- Describe what affects your WRS retirement benefit for each type of calculation (money purchase and formula)
Tuesday, March 4, 6:00-6:30 p.m.
Tuesday, March 18, 11:00-11:30 a.m.
Thursday, March 27, 1:00-1:30 p.m.
Additional Contributions
Looking to increase your WRS retirement? Learn how Additional Contributions can increase your WRS retirement benefit.
By the end of this webinar, you will be able to:
- Define additional contributions
- Identify how additional contributions increase your retirement fund
- Arrange to make additional contributions to your WRS account(s)
- Find and use ETF resources to calculate your additional contribution amount
Wednesday, February 5, 1:00-1:30 p.m.
Tuesday, February 11, 11:00-11:30 a.m.
Wednesday, February 19, 6:00-6:30 p.m.
Overview of the Wisconsin Retirement System
Are you new to the Wisconsin Retirement System? We’ll let you know what to expect.
By the end of this webinar, you will be able to:
- Identify and explain the elements of the Wisconsin Retirement System
- Explain how the WRS pension works
- Identify benefits available through the WRS
- Find resources for more information
Tuesday, February 4, 6:00-6:30 p.m.
Tuesday, February 11, 1:00-1:30 p.m.
Thursday, February 20, 11:00-11:30 a.m.