The 2021 Retirement Symposium will be held on September 9, 2021 in the HUB.

This is a free, all-day event open to all IUP/PASSHE employees approaching this phase of life. The event is exclusively focused on one thing: helping you retire without feeling overwhelmed.

If you are thinking about retiring in the next couple of years (or sooner) and are unsure of what steps to take next, this is your one-of-a-kind opportunity to get answers to your biggest retirement planning questions—conveniently all at the same time and same place.

This event is a no-obligation, complimentary educational opportunity to learn more about retirement by attending breakout sessions of your choice. Please see the schedule of events below:

Time Topic  Presenter  Location 
8:00–8:55 a.m. Retirement Eligibility/Process for AFSCME(PEBTF), SEIU Anna Shively  Ohio Room
8:55–10:00 a.m. Retirement Eligibility/Process for Faculty/Coaches/Nurses/Non-represented/POA/SPFPA/SCUPA  Anna Shively  Ohio Room
10:00–10:20 a.m. Faculty Phased Retirement / Emeritus Status Anna Shively  Ohio Room
10:20–10:30 a.m. BREAK    
10:30-11:15 a.m. Social Security John Johnston, SSA Ohio Room
11:15-12:00 noon Medicare John Johnston, SSA Ohio Room
1:00–2:00 p.m. TIAA  Michelle Szczepanski  Monongahela Room 
1:00–2:00 p.m. SERS  Heidi Barnett Ohio Room
1:00–2:00 p.m. Fidelity  George Maccarelli  Knowlton Room
1:00–2:00 p.m. PSERS  Brian Farester  Allegheny Room
2:00–2:30 p.m. Deferred Compensation Program - Session 1 Shawn Amblod  Susquehanna Room 
2:30–3:00 p.m. Deferred Compensation Program - Session 2 Shawn Amblod  Susquehanna Room 
3:00–3:30 p.m. Wrap-up / Q&A  Anna Shively  Ohio Room
3:30–4:30 p.m. Q&A with Individual Retirement Representatives    Same as 1:00 p.m. sessions 


(Please note that an RSVP is required in order to attend a Deferred Compensation session. Each session will include the same content; however, space is limited to the first 20 people per session—please include which DCP session you will be attending, if you choose to, when you send your RSVP to