How to RetireHappy &

Informed

"Happiness, like retirement, is not merely your destination but an adventurous time to be lived to the fullest."

You’re Invited To Learn...

Presented by Pew Faculty Teaching and Learning Center and GVSU Work Life Connections

www.gvsu.edu/healthwellness

healthandwellness@gvsu.edu

331-2215*Refreshments will be served.

Thursday, March 29Bicycle Factory 3301-5 pmIntroductions- 1:00-1:15 pmSocial Security Benefits for Retirees1:15-2:15 pm Social Security Administration by Vonda VanTil

GVSU Retiree Medical Benefits2:20-3:20 pmAvantage Benefits Group by Kurt Swardenski Financial Planning for Retirement 3:25-4:25 pmEdward Jones by Scott McPheeters

Making the transition from workto home 4:30- 5:00 pmCareer Services by Kim Monaghan

RegistrationRegister at www.gvsu.edu/seminarEmail Sue Sloop at sloops@gvsu.edu if you are planning on bringing a guest

About our Presenters:

Kurt B. Swardenski-RHU, REBC; Employee Benefits SpecialistAdvantage Benefits GroupKurt joined Advantage Benefits Group in 2002 after 15 years on the carrier side of the business with The Travelers and Aetna. As Director of Sales and Customer Relations at Aetna, Kurt led both local and regional teams managing the benefit programs for over 75 large, key account customers. Kurt became a partner at ABG in 2009 and has almost 25 years of experience designing and implementing cost effective benefit plans for employers ranging in size from 2-60,000 employees. Kurt is a graduate of Bradley University and has earned the progessional designations of Registered Health Underwriter and Registered Employee Benefits Consultant.

Scott P. McPheeters- AAMS Financial AdvisorEdward JonesScott began his career at Edward Jones in 2005. He worked in his home office in St.Louis, MO. Scott transitioned to his current position, which is located in Grand Rapids ,in February 2007. Prior to Edward Jones, he attended Calvin College and graduated in 2005 with degrees in business communications and Spanish. Scott alsoreceived the AAMS® professional designation in 2011 and completed his term as a board member with the Humane Society of West Michigan. He now actively serves the Western Michigan Edward Jones region as the Community Service Committee Leader. In addition, Scott occasionally teaches at the non-profit ICCFand GVSU as a finance professor. Kim Monaghan- Career Services ConsultantGrand Valley State UniversityAs a Career Coach, Kim helps those in transition- career, relocation and retirement- grow, succeed and ultimately meet their personal career goals. In her work as a Career Management Consultant with organizations and universities, Kim coaches new hires through executives, including those contemplating retirement, as they plan to advance, move through transitions, restructuring or succession management.

www.gvsu.edu/healthwellness

healthandwellness@gvsu.edu

331-2215*Refreshments will be served.

Thursday, March 29Bicycle Factory 3301-5 pmIntroductions- 1:00-1:15 pmSocial Security Benefits for Retirees1:15-2:15 pm Social Security Administration by Vonda VanTil

GVSU Retiree Medical Benefits2:20-3:20 pmAvantage Benefits Group by Kurt Swardenski Financial Planning for Retirement 3:25-4:25 pmEdward Jones by Scott McPheeters

Making the transition from workto home 4:30- 5:00 pmCareer Services by Kim Monaghan

RegistrationRegister at www.gvsu.edu/seminarEmail Sue Sloop at sloops@gvsu.edu if you are planning on bringing a guest

About our Presenters:

Kurt B. Swardenski-RHU, REBC; Employee Benefits SpecialistAdvantage Benefits GroupKurt joined Advantage Benefits Group in 2002 after 15 years on the carrier side of the business with The Travelers and Aetna. As Director of Sales and Customer Relations at Aetna, Kurt led both local and regional teams managing the benefit programs for over 75 large, key account customers. Kurt became a partner at ABG in 2009 and has almost 25 years of experience designing and implementing cost effective benefit plans for employers ranging in size from 2-60,000 employees. Kurt is a graduate of Bradley University and has earned the progessional designations of Registered Health Underwriter and Registered Employee Benefits Consultant.

Scott P. McPheeters- AAMS Financial AdvisorEdward JonesScott began his career at Edward Jones in 2005. He worked in his home office in St.Louis, MO. Scott transitioned to his current position, which is located in Grand Rapids ,in February 2007. Prior to Edward Jones, he attended Calvin College and graduated in 2005 with degrees in business communications and Spanish. Scott alsoreceived the AAMS® professional designation in 2011 and completed his term as a board member with the Humane Society of West Michigan. He now actively serves the Western Michigan Edward Jones region as the Community Service Committee Leader. In addition, Scott occasionally teaches at the non-profit ICCFand GVSU as a finance professor. Kim Monaghan- Career Services ConsultantGrand Valley State UniversityAs a Career Coach, Kim helps those in transition- career, relocation and retirement- grow, succeed and ultimately meet their personal career goals. In her work as a Career Management Consultant with organizations and universities, Kim coaches new hires through executives, including those contemplating retirement, as they plan to advance, move through transitions, restructuring or succession management.

Vonda VanTil- Public Affairs SpecialistSocial Security AdministrationVonda is a graduate of Aquinas College with a dual major in business and communications. Vonda has been with the SSA for 20 years. She spends most of her time on the road doing public speaking engagements, conducting radio and television interviews.Vonda also writes columns featured in numerous publications throughout Michigan.

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