If you or your spouse are between the ages of 55-64 and have questions about Medicare, this is your chance to get them answered! RetireeFirst will be presenting to help participants and their spouses navigate the transition to Medicare. Representatives from United Health Care (UHC) will also be present to assist with any questions you may have.

John Hancock, our Defined Contribution record keeper, will be leading a group session to help you improve your financial well-being and prepare for retirement

These reviews will provide you with a current snapshot of the four plans administered by the EWBTF. Each participant will receive a personalized packet and a book to help with retirement preparation. The group presentation will last between 30 to 45 minutes, depending on questions.

Estate planning is an important step that will help formalize how you wish to settle your affairs. Without a strategy in place to protect, preserve, and transfer assets, decisions about us and our property are made based on the law — not according to our wishes. This session will go over estate planning basics and other strategies you can use to transfer assets tax-efficiently.