Retirement Education Seminars & Resources

No matter what your age, today is the day to get started with retirement planning. The Wyoming Retirement System's retirement educators are available help members learn about benefits, investing and retirement planning. Talk to your human resources professional about scheduling one of the seminars below when the educators are in your area. Check our news section as dates get closer for specific seminars, times and locations.


Retirement Education Resources

Wyoming Retirement System Intro
The WRS Member Introduction (pdf) gives an overview of WRS' retirement benefits, including the pension and deferred compensation plans.

Retirement Goal-Setting Worksheet
Estimate how much retirement income Social Security and your employer-sponsored pension benefits will provide and how much needs to be provided through the 457 Plan and other investments.

Pension Forms

Pension Benefit Calculator

Service Purchase Calculator

Beneficiary Designation Considerations

Pension Payout Options Video

Decisions When Leaving a WRS Employer (pdf)

457 Deferred Compensation Plan Resources

457 Deferred Compensation Plan Information & Forms


External Resources:

Social Security

ASEC

Internal Revenue Service

Wyoming State Legislature

Prudential Life Insurance

Morningstar

Wyoming Secretary of State Rules Database

 

Contact Us

Wyoming Retirement System
6101 Yellowstone Road, Suite 500
Cheyenne, Wyoming 82002
(307) 777-7691
Fax: (307) 777-5995
457pln@wyo.gov 

Area Upcoming WRS Educator Travel Dates
Cheyenne Area Jan 10-13 Apr 11-14 Jul 11-14 Nov 7-9
Basin, Cody, Lovell, Powell Mar 7-10 Jun 6-9 Aug 22-25 Dec 5-8
Casper, Douglas, Lusk Jan 24-27 Apr 25-28 Jul 25-28 Dec 12-15
Lander, Riverton, Thermopolis, Worland Mar 21-24 Jun 20-23 Sep12-15 Dec 26-29
Laramie, Wheatland, Torrington May 2-5 Jun 27-30 Oct 3-6 Nov 20-22
Gillette, Sundance, Newcastle, Wright Jan 17-20 Apr 18-21 Jul 18-21 Oct 10-12
Rawlins, Saratoga, Baggs Mar 14-17 Jun 13-16 Sep 5-8 Dec 19-22
Buffalo, Sheridan, Ranchester, Dayton Feb 21-24 May 23-26 Aug 15-18 Nov 28-30
Evanston, Kemmerer, Green River, Rock Springs Feb 7-10 May 9-12 Sep 26-29 Nov 14-17
Jackson, Pinedale, Afton Feb 14-17 Apr 4-7 Aug 8-11 Nov 28-30

 

Available Seminars

Understanding Retirement Benefits: Taking Charge of Your Retirement

Understanding Retirement Benefits educates employees on both the Wyoming Retirement System Pensions and the Deferred Compensation Plan and how these plans work together with Social Security to help achieve retirement goals. Educators can answer questions about the pension and assist employees with enrolling in the Deferred Compensation Plan. Participants at this seminar will receive the WRS Member Introduction Packet. The seminar lasts about one hour.


Live Smart, Save Smart: Planning Your Financial Health at Every Stage of Life

This one-hour seminar is designed to teach budgeting and savings strategies applicable to any life stage. For all employees at any age.

 

It's Your Financial Journey

This seminar addresses the unique challenges women face during their retirement years. The seminar gives women, and the men who care about women, information on how to prepare for retirement.

 

Retirement Strategies: Reaching Your Destination with Pre-Retirement Planning

This 90-minute seminar is for employees within 10 years of retirement. It discusses when you might be eligible for retirement versus when you can afford to retire. We review benefit options for your pension and distribution planning for your deferred compensation account. Deferred compensation information will also be provided regarding increased contribution limits after age 50 or within four years of qualifying for retirement. Allow extra time if you want to speak with a retirement educator afterward.

Living in Retirement: Managing Retirement Income

A two-hour workshop designed for retirees and employees no more than two years from retirement. Retirees may spend several decades in retirement, encountering numerous financial pitfalls along the way. Many retired WRS members wonder if their income will meet immediate and future retirement expenses. This workshop reviews the different stages of retirement and offers tools and information retirees can use to manage income sources and face the financial challenges of the future. Because space is limited, reservations are required. To make your reservation, send us an email or call us at (800) 989-9324.

Building an Investment Foundation: Investment Concepts and Definitions

This seminar is interactive and designed to educate the novice investor about basic investment concepts and definitions, and can also help the more experienced plan participant brush up on important information. It is recommended that individuals attend this seminar before attending the "Building an Investment Strategy: Charting Your Path With Asset Allocation" seminar. Presentations take about an hour. Allow extra time if you want to speak with the retirement educator afterward.

Building Investment Strategies: Charting Your Investment Path with Asset Allocation

Building Investment Strategies is designed to give investors a fresh look at building a balanced portfolio. Presentations take about an hour. Allow extra time if you want to speak with the retirement educator afterward.

 

Retirement Educators cannot offer financial, legal or tax advice. Please consult with your financial planner, attorney and/or tax advisor as needed.