Live Webinar Schedule—Virtual Fair | Tuesday, June 29, 2021 | 8:00 a.m.–5:00 p.m. HST
To attend the webinars
Register for the Fair, click the green banner on the virtual lobby—"Webinars: Attend here" and choose the session you would like to join. We recommend you try to register 15 minutes in advance of the start time.
|8:00 a.m.||Pre-Retirement (Prudential)||This workshop emphasizes the various financial considerations for those approaching retirement and examines strategies to help you maximize your contributions and the various distribution options available once you retire.||8:45 a.m.||Morningstar Investment Advice and Managed Accounts||You have two options in the Island $avings Plan. This workshop reviews the two levels of service available from Morningstar®, the Managed Accounts solution is designed for participants who want professional account management and the Investment Advice option designed for a participant who wants to play an active role in managing their own plan account.||9:15 a.m.||Exploring the Big Picture of Retirement Income (Prudential)||To plan for your financial future, you should know where your monthly retirement income will come from, and approximately how much you could receive from each source. Attend this workshop to learn how your overall retirement income, which includes your ERS Pension and Social Security, can be enhanced when you participate in the Island $avings Plan.||10:00 a.m.||Vanguard—Target Date Funds||This workshop reviews the Vanguard Target Retirement Funds* offered and explains how the investment strategy is built using four (4) or five (5) of Vanguard’s broad-based index funds that cover all major worldwide asset classes.||10:45 a.m.||Plan Overview (Prudential)||Attend this session for a general overview of the features and benefits of the plan, the need to save for retirement and the investment options available.||11:30 a.m.||Morningstar Investment Advice and Managed Accounts||You have two options in the Island $avings Plan. This workshop reviews the two levels of service available from Morningstar®: the Managed Accounts solution is designed for participants who want professional account management; and the Investment Advice option is designed for a participant who wants to play an active role in managing their own plan account.||12:15 p.m.||Understanding Market Behavior (Prudential)||Reviews the history of the markets, including downturns and recovery periods, as well as long term trends and returns. Learn about the concepts of diversification and asset allocation to assist you with your investment strategy.||1:15 p.m.||Income-ng Age (Invesco)||Why do successful people sometimes outlive their money? Because the investment rules can change in retirement! Join us to learn the three critical factors that can lead to success or failure in retirement.||2:30 p.m.||Vanguard—Target Date Funds||This workshop reviews the Vanguard Target Retirement Funds* offered and explains how the investment strategy is built using four (4) or five (5) of Vanguard’s broad-based index funds that cover all major worldwide asset classes.||3:15 p.m.||Pre-Retirement (Prudential)||Emphasizes the various financial considerations for those approaching retirement. Examines strategies to help you maximize your contributions and the various distribution options available once you retire.||4:00 p.m.||The Power of Ahupua'a (Prudential)||Provides a general overview of the features and benefits of the plan, and the need to focus on your future by looking at what traditional Hawaiian sayings and proverbs can teach us about providing for a long, comfortable life after our working days are done.|
*Registered mutual fund
Investors should consider the fund’s investment objectives, risks, charges and expenses before investing. The prospectus, and if available the summary prospectus, contain complete information about the investment options available through your plan. Please call 1-877-778-2100 for a free prospectus and if available, a summary prospectus that contain this and other information about our mutual funds. You should read the prospectus and the summary prospectus, if available, carefully before investing. It is possible to lose money when investing in securities.
Keep in mind that application of asset allocation and diversification concepts does not assure a profit or protect against loss in a declining market. It is possible to lose money by investing in securities.
The target-date is the approximate date when investors plan to retire and may begin withdrawing their money. The asset allocation of the target-date funds will become more conservative as the target-date approaches by lessening your equity exposure and increasing your exposure in fixed income investments. The principal value of an investment in a target-date fund is not guaranteed at any time, including the target-date. There is no guarantee that the fund will provide adequate retirement income. A target-date fund should not be selected solely based on age or retirement date. Before investing, participants should carefully consider the fund's investment objectives, risks, charges and expenses, as well as their age, anticipated retirement date, risk tolerance, other investments owned, and planned withdrawals. The stated asset allocation may be subject to change. It is possible to lose money in a target-date fund, including losses near and following retirement. Investments in the funds are not deposits or obligations of any bank and are not insured or guaranteed by any governmental agency or instrumentality.
Morningstar® Retirement ManagerSM is offered by Morningstar Investment Management LLC and is intended for citizens or legal residents of the United States or its territories. The investment advice delivered through Morningstar Retirement Manager is provided by Morningstar Investment Management LLC, a registered investment adviser and subsidiary of Morningstar, Inc. The Morningstar name and logo are registered marks of Morningstar, Inc. Investment advice generated by Morningstar Retirement Manager is based on information provided and limited to the investment options available in the defined contribution plan. Projections and other information regarding the likelihood of various retirement income and/or investment outcomes are hypothetical in nature, do not reflect actual results, and are not guarantees of future results. Results may vary with each use and over time. Morningstar Investment Management LLC is not affiliated with Prudential Financial or any of its affiliates.
Securities products and services are offered through Prudential Investment Management Services LLC (PIMS), Newark, NJ, a Prudential Financial company.