Retirement planning program set for employees, retirees
The two-part program will be presented on consecutive Fridays. Part I is set for Nov. 11 and Part II for Nov. 18. Both sessions will take place from 10 a.m. to 11:30 a.m. in 1010 Health and Human Services Building.
The presenter will be Dr. Ahmed Issa, a certified financial planner and WMU professor emeritus of finance and commercial law.
Topics to be covered
During "Essentials of a Successful Investment Strategy," Issa will explore basic elements of investing for retirement. Topics will include:
- Managing finances in preparation for retirement.
- Selecting a financial advisor.
- Consolidating and diversifying investments.
- Minimizing investing costs and taxes.
- Avoiding outliving your money.
Preparation materials
Those planning to attend the program are asked to visit the WARF website at and read the documents posted under "What's New."
Three of the posted documents, Financial Atrocities, Countdown to Retirement and Pre-Retirement Checklist will prepare attendees for the sessions. Essentials of a Successful Investment Strategy provides an overview of the program and the presenter.
About WARF
Western's Association of Retired Faculty advocates for the health care and other benefits of WMU faculty retirees that are or may be contractually negotiated between WMU and its chapter of the American Association of University Professors. The 350-member organization also provides retirement-related information related to retired faculty, and their surviving spouses and other partners, as well as to WARF's associate members.
For more information, contact Barbara Havira, WARF chair, at barbara.havira@wmich.edu.
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