2023 Annual Banner

Costs and Solutions for Retirees

Suggested subtopics:

  • Helping employees transition to retirement.
  • How to target messaging to retirees and beyond retirement.
  • Retiree healthcare savings
    • How to estimate what portion of savings should be for healthcare.
  • Outlining solutions with respect to future retirement planning.
    • HRAs vs. HSAs vs. FSAs vs. RHS, etc.
  • Drawdown strategies.
  • The impact of longevity on retirement savings.

Speaker Application Form

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