Estate and Tax Planning focus of VALIC sessions

HR Training has partnered with VALIC, a leader in administering tax-favored retirement programs, to address retirement-minded topics for all University personnel.  On
Group sessions and one-on-one meetings will be offered to campus employees on Tuesday, March 6. The list of scheduled events include:
·        Estate Planning, offered at 11 a.m. in BSC 243, will provide practical information about estate planning including incapacity planning, probate, estate taxes, wills and trusts.
·        Your Life in Retirement, scheduled for 12:30 p.m. in BSC 243, will focus on the retirement process and outlines what you can expect as you transition to full retirement status.
·        Tax Planning, offered at 2 p.m. in BSC 243, will focus on tax planning strategies with an overview of the various types of taxes associated with retirement planning;
·        One-on-One
 with VALIC representative Matt Ticknor will be offered from 10 to 11 a.m. and 3 to 4 p.m., with the average meeting lasting 30 minutes.
If you’re interested in signing up for one of the above retirement sessions or would like to schedule a one-on-one meeting with Matt to discuss specific investment questions, contact