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LVAIC Retirement Seminar Series Concludes with Volunteer Opportunities

April 22, 2019, @ 3:49 PM
Participants gather at Lafayette College for a presentation on wealth management planning during the second session of the LVAIC Retirement Seminar series.

The second year of the LVAIC Retirement Seminar Series concluded on Monday, April 15, 2019 at DeSales University with a comprehensive exhibitor fair. This event was the fourth in the series.

Each of the four sessions has featured a different topic to better prepare LVAIC faculty and staff for retirement. The first session, which took place in October 2018 at Cedar Crest College, specifically focused on fraud and identity theft among retirees. This session featured David P. Shallcross, Director of Senior Protection Unit, PA Attorney General Office of Public Engagement.

The second session took place in December 2018 at Lafayette College regarding the financial impact of retirement and wealth management planning. This session featured Michael E. Malz, CFP®, CRPS® Senior Vice President-Wealth Management Corporate Retirement Services Director Senior Investment Management Consultant Portfolio Manager Wealth Advisor and Julie Knight, CFP®, CLTC, CDFA® Vice President- Wealth Management Portfolio Manager Financial Planning Specialist Financial Advisor.

The third session focused on Medicare including basics of Medicare, signing up for Medicare, working past 65, and other coverage options. This event featured Michael Lindsey, Retiree Solutions Consultant for Highmark.

The final event focused on volunteer opportunities retirement. This event featured Karen Smith, Director of the Volunteer Center of the Lehigh Valley. This event offered a full exhibitor fair, including several non-profits seeking volunteers as well as presenters from this past year and the year prior. These exhibitors included:

  • Morgan Stanley
  • AARP
  • TNT Insurance Services
  • PA Attorney General
  • Highmark Inc.
  • ProJeCt
  • Boys & Girls Club of Allentown
  • Lehigh County CASA
  • Cancer Support Community of the Greater Lehigh Valley
  • Big Brothers Big Sisters of the Lehigh Valley
  • Senior Corps RSVP
  • The Moravian Historical Society
  • Good Shepherd Rehabilitation Network
  • Turning Point of Lehigh Valley
  • Morningstar Sr. Living
  • Forgotten Fekines and Fidos
  • ArtsQuest

Each event catered to a different need of those contemplating retirement. Both LVAIC faculty and staff and their partners were invited to attend any one of or all four events. While this is only the second year of the series, it was enormously impactful for the 200 faculty and staff who participated, and will run again next academic year for those who were unable to participate this year.

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