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Destination: Retirement - Grab your keys and let's go!
It’s September, which means it’s time to celebrate Retirement Savings Month at Reliant!
Each year, we choose a theme to inspire and motivate you to take charge of your retirement planning. This year, we’re putting you in the driver’s seat—with a theme centered around driving.
In the world of self-driving cars, getting from point A to point B has never been easier. But even the smartest car needs one thing from you: a destination. The same goes for your retirement plan.
Whether your dream is to travel the world, spend time with grandkids, cultivate new hobbies, or give back through volunteering, your retirement journey starts with knowing where you want to go.
Throughout September, this year's "403(b) Month", we're going to highlight "key" things you can do to make sure your Retirement planning is on the right track.
Here’s how to participate:
- You’ll receive a series of short, actionable emails.
- Each email will include action steps to complete.
- Complete action steps and submit the entry form to be entered into our prize drawings!
Prizes:
- Bi-monthly drawings for a small gift (value $25)
- Grand Prize: A $100 Amazon gift card!
(Note: Gift cards are taxable per IRS guidelines.)
First Challenge: Complete the "Keys to Retirement" checklist
Log on to MyGuidestone and get started -See 403(b) Month - Keys to Retirement Checklist
Contest Rules:
Prizes will be coordinated with employees based on their specific location/delivery preferences. Entries must be received no later than midnight 9/30 Eastern time to be eligible for our drawing.
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Now is a great time to do a check-up on how you're doing with intentional planning and saving for retirement. What are you waiting for? Use this Intentional Living model and get signed up for some great prizes while you're moving towards the "tomorrow" of your dreams! The list below are things you can do to start the process and begin earning points towards our prize drawings. Completing each thing enters you into a drawing to win various prizes. This contest closes 7/28/21 11:59 PM Eastern time. Winners will be announced via email on July 30th!
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Intentional Living
Take 15-20 minutes (or more if you feel inspired) to think through the VS4 model (Vision, Strategy, Structure, Systems, Support).
Write down some ideas in each section of ways you can intentionally move from your "Today" side of the model to your desired "Tomorrow" in each of the areas of the model.
*Download the Intentional Living Model PDF visual chart.
Drawing & Prize Info
Fill out the Google Form saying you've completed this activity and we'll enter you in the drawing to have your next International Living "tune-up" time reimbursed on Reliant - send us your coffee or lunch bill and we'll reimburse it, up to $20.
Ask yourself this question as you work through the different components of the VS4 model below:
As we live intentionally, for the kingdom, and for the gospel, how can intentional living lead to intentional planning and saving for retirement?Vision
Paint a Picture of who you want to be.
Use words, images, or even pull out a canvas and use some real paint!
This step is all about having a dream for what you want retirement to look like and visualizing what that future looks like.
Strategy
Create a plan that is aimed at your desired "Tomorrow."
Jot down some steps or actions you'll need to take.
What resources are you lacking to reach your "Tomorrow"?
- Think through ways you can obtain those resources.
- Do you need more education, more time, more ways to save money?
Structure
Make time to execute your plan.
Look at your calendar and think through - Is a monthly check-up helpful to stay on track? Or quarterly?
Schedule another 15-30 minute time to look back at this diagram and update it within the next 1-3 months.
Take small steps each day so it becomes a habit.
What steps do you need to take to create/sharpen your financial saving habits?
Support
Take time to evaluate how your plan is going (prior to this exercise).
What key indicators would indicate to you that your are being successful in your planning and saving?
Review those key indicators.
As you circle back on this model in future check-up times, continue evaluate how your plan is going.
What tweaks are needed to be successful?
Principal Webinars
As an additional resource to educate yourself and plan for retirement, we have coordinated with Principal Financial group to offer a series of short webinars based on various stages of life and saving.
Drawing & Prize Info
Reliant will be tracking attendance at these seminars and one lucky participant will receive a gift basket (ok, really it will probably come in a brown box) valued at $50 from one of their favorite food establishments (details will be coordinated with Reliant Central directly with the winner). We encourage all Reliant employees to find a webinar that interest them and spend a little time investing in themselves by enhancing their Retirement Planning knowledge through these webinars.
Here are the webinars and times. Information on joining the webinar can be found in the included PDF and Word docs for you to save to your calendar.
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Webinar description: Your retirement. Our support. Retirement looks a little different for everyone. That is why we have so many resources for you. Get Started, Navigate, Seek Help, and Learn WebEx Invite - Reliant Mission - Connect to Principal - 7.14.21.pdf WebEx Invite - Reliant Mission - Connect to Principal - 7.14.21.docx |
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Webinar description: Provides additional detail on possible retirement needs, Social Security and retirement income for individuals within five years of retirement. WebEx Invite - Reliant Mission - Hello Retirement - 7.15.21.pdf WebEx Invite - Reliant Mission - Hello Retirement - 7.15.21.docx |
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Webinar description: 10 ways to help you reach your financial goals. Discusses in retirement planning, maximizing employee benefits, managing spending. WebEx Invite - Reliant Mission - Taking a Financial Selfie - 7.16.21.pdf WebEx Invite - Reliant Mission - Taking a Financial Selfie - 7.16.21.docx |
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Webinar description: Helps participants get the most out of their Social Security and Medicare benefits by learning the basics. WebEx Invite - Reliant Mission - Social Security and Medicare - 7.21.21.pdf WebEx Invite - Reliant Mission - Social Security and Medicare - 7.21.21.docx |
| title | Money 101: Where do I start? - Friday, July 23 at 11:00 AM ET |
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Webinar description: Participants just starting out in their career or working to better understand their finances setting up for success to protect themselves and focusing on their long-term goals.
WebEx Invite - Reliant Mission - Money 101 - 7.23.21.pdf
WebEx Invite - Reliant Mission - Money 101 - 7.23.21.pdf