Is retirement on your horizon? Join Tim Hill and Mark Smalling for an informational webinar that will help guide you through the Baptist Health retirement process.

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About This Webinar
As you approach retirement, you will face deadlines and decisions regarding Social Security and Medicare, not to mention when to take distributions from your retirement accounts.

Baptist has partnered with RetirePath to help you make those decisions in a way that best suits your individual situation. This presentation will provide introductory guidance to help you as you start your retirement journey.
Agenda
  • Who is a Qualified Retiree?
  • The Frozen Pension Plan
  • Miliman Plan Coordination
  • Optimizing your Retirement Benefits
  • Social Security
  • Medicare
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Mark Smalling
Mark Smalling has been in the insurance and financial services industry since 1991. As head of the Medicare and Social Security division of RetirePath, Mark not only works with individuals but also consults with human resources departments and corporations, providing informational workshops to their employees and retirees.
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Tim Hill, MBA
Retirement Administrator
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