By the Numbers. Taking Advantage of Your Employers Retirement Plan

Presented By: Kate Varcoe

Planning for retirement is an important part of an overall career plan. Help employees create a workable plan so they can confidently move to the next natural step in their career process. How to be effective at it takes having a dynamic plan. Help employees plan for retirement and make it a positive and cost effective process.

Learning objectives for this session include:

Knowing the value of current benefits and how to effective replace those in retirement
Having an open retirement planning process creates a better workforce and talent management process
Helping employees maintain their talent and skill sets so as to transition to the next phase of their career.

Kate earned a BBA in Labor Relations from the University of Iowa, and, while accompanying her Army officer husband stationed in Germany, an MA in Human Resources Management from the University of Utah. Previous positions include Assistant Dean, Kirkwood Community College, Sr HR Manager, Transamerica, and she’s currently a Financial Advisor, Wells Fargo Advisors, LLC.

As a Financial Advisor, Kate is able to help clients plan for the important times in their lives. She is licensed in securities and insurance and enjoy meeting with clients and building plans that meet their needs and wishes; in short, she wants to help create the joy in their lives through sound financial planning. It is such a privilege to work with clients as they prioritize their goals, and realize the options they may have to help others through charitable and legacy planning. Kate also works with women who have become “suddenly single”, and helps them make the transition to a new role, one with which they may or may not be familiar. She helps them get the answers for what’s next for them.

Kate served as a board member and volunteer for Waypoint Services; volunteered with United Way and Habitat for Humanity and Table to Table food pantry. She also is an Ambassador for the Iowa City Chamber, and enjoys many outdoor activities, college football, gourmet cooking and spending time with her four children and their families. Her husband Steve and her love to travel, and enjoy exploring “off the beaten path” places.