Considering Retirement? HR Offers Planning Resources

LEXINGTON, Ky. (Nov. 9, 2018) — Preparing for the next phase in life requires time and resources.

Each year, several hundred employees considering retirement attend a full-day event dedicated to planning. Offered by University of Kentucky Human Resources, the free annual Retirement Planning Conference covers everything from finances and insurance to health and well-being. 

Most presentations delivered at this year's event on Oct. 12 are available on YouTube. Several presenters also provide free one-on-one services to employees, retirees and spouses, including:

Free financial well-being counseling

Todd Macaulay, a certified financial planner and accredited investment fiduciary, offers these appointments. Watch his presentation, “Retirement Income Planning,” to understand the pros and cons related to annuities and other financial decisions.

Free mental health counseling

Ann Bassoni, a licensed clinical social worker, offers up to five appointments each year for eligible employees and always accepts new clients. Hear her speak on what to consider when it comes to overall well-being in her presentation on “Life After Retirement.”

HR also provides personalized retirement planning sessions to employees.

“Our goal is to help employees understand their options for retiring and all the great benefits available to them,” said Terri Kanatzar, a retirement officer who also coordinates the event.

For more information about the annual Retirement Planning Conference, visit the HR website to view the full agenda and list of speakers.