Broker Check

Events

Upcoming Events

May 19, 2026

4:30p - 5:30p

NEA Member Benefits: Navigating Student Loan Forgiveness AND Making The Most of Your NEA Membership

RSVP

NEA Member Benefits: Navigating Student Loan Forgiveness AND Making The Most of Your NEA Membership

NEA Member Benefits: Navigating Student Loan Forgiveness AND Making The Most of Your NEA Membership Ref: Materials provided by National Education Association Member Benefits

May 21, 2026

4:30p - 5:30p

Virtual Event

RSVP

Past Events

April 23, 2026

4:30p - 5:15p

Virtual Event

"Am I On Track To Retire? ~ Retirement Strategies for Long Term Success"

Various helpful resources will be provided to each guest. This event is designed for all TRS, SERS and PERS members and their spouse. This event is VIRTUAL! Ref: CORE 5981458.1 exp. 10-02-2025

April 21, 2026

4:30p - 5:30p

Tacoma Education Association

"Am I On Track To Retire? ~ Retirement Strategies for Long Term Success"

Various helpful resources will be provided to each guest. This event is designed for all TRS, SERS and PERS members and their spouse. Food and snacks will be provided! This will be the ONLY LIVE EVENT of the year! Ref: CORE 5971458.1 exp 10-02-2026

March 19, 2026

4:30p - 5:15p

Virtual Event

"5-Year Pre-Retirement Preparation ~ Don't Fear the Unexpected; Plan For It!"

Designed for folks approaching "The Big Day"! Various helpful resources will be provided to each guest. This event is designed for all TRS, SERS and PERS members and their spouse. This event is VIRTUAL! Ref: CORE 6085827.1 exp 11-08-2026

March 17, 2026

4:30p - 5:30p

Tacoma Education Association

"5-Year Pre-Retirement Preparation ~ Don't Fear the Unexpected; Plan For It!"

Designed for folks approaching "The Big Day"! Various helpful resources will be provided to each guest. This event is designed for all TRS, SERS and PERS members and their spouse. Food and snacks will be provided! This will be the ONLY LIVE EVENT of the year! Ref: CORE 6085827.1 exp 11-08-2025

February 19, 2026

4:30p - 5:15p

Virtual Event

“Maximizing Plan 3 Benefits ~ Leveraging Plan 3 Advantages!”

This training is a MUST for any State Plan 3 Member! Don't miss an opportunity to truly understand your pension and learn how to Maximize your Benefits! This event is VIRTUAL! Ref: CORE 6085837.1 exp 10-02-2025

February 17, 2026

4:30p - 5:30p

Tacoma Education Association

“Maximizing Plan 3 Benefits ~ Leveraging Plan 3 Advantages!”

This training is a MUST for any State Plan 3 Member! Don't miss an opportunity to truly understand your pension and learn how to Maximize your Benefits! This will be the ONLY LIVE EVENT of the year! Ref: CORE 6085837.1 exp 10-02-2025

December 11, 2025

4:30p - 5:15p

Virtual Event

"Am I On Track To Retire? ~ Retirement Strategies for Long Term Success"

Various helpful resources will be provided to each guest. This event is designed for all TRS, SERS and PERS members and their spouse. This event is VIRTUAL! Ref: CORE 5981458.1 exp. 10-02-2025

December 9, 2025

4:30p - 5:30p

Tacoma Education Association

"Am I On Track To Retire? ~ Retirement Strategies for Long Term Success"

Various helpful resources will be provided to each guest. This event is designed for all TRS, SERS and PERS members and their spouse. Food and snacks will be provided! This will be the ONLY LIVE EVENT of the year! Ref: CORE 5971458.1 exp 10-02-2025

November 18, 2025

4:30p - 5:30p

Tacoma Education Association

"5-Year Pre-Retirement Preparation ~ Don't Fear the Unexpected; Plan For It!"

Designed for folks approaching "The Big Day"! Various helpful resources will be provided to each guest. This event is designed for all TRS, SERS and PERS members and their spouse. Food and snacks will be provided! This will be the ONLY LIVE EVENT of the year! Ref: CORE 6085827.1

November 13, 2025

4:30p - 5:15p

Virtual Event

"5-Year Pre-Retirement Preparation ~ Don't Fear the Unexpected; Plan For It!"

Designed for folks approaching "The Big Day"! Various helpful resources will be provided to each guest. This event is designed for all TRS, SERS and PERS members and their spouse. This event is VIRTUAL! Ref: CORE 6085827.1

October 23, 2025

4:30p - 5:15p

Virtual Event

“Maximizing Plan 3 Benefits ~ Leveraging Plan 3 Advantages!”

This training is a MUST for any State Plan 3 Member! Don't miss an opportunity to truly understand your pension and learn how to Maximize your Benefits! This event is VIRTUAL! Ref: CORE 6085837.1 exp 10-02-2025

October 21, 2025

4:30p - 5:30p

Tacoma Education Association

“Maximizing Plan 3 Benefits ~ Leveraging Plan 3 Advantages!”

This training is a MUST for any State Plan 3 Member! Don't miss an opportunity to truly understand your pension and learn how to Maximize your Benefits! This will be the ONLY LIVE EVENT of the year! Ref: CORE 6085837.1 exp 10-02-2025

June 5, 2025

4:30p - 5:30p

NEA Member Benefits: Making The Most of Your NEA Membership

NEA Member Benefits: Making The Most of Your NEA Membership

NEA Member Benefits: Making The Most of Your NEA Membership Ref: Materials provided by National Education Association Member Benefits

June 3, 2025

4:30p - 5:30p

NEA Member Benefits-Navigating Student Loan Forgiveness

NEA Member Benefits-Navigating Student Loan Forgiveness

NEA Member Benefits-Navigating Student Loan Forgiveness Ref: Material provided by National Education Association Member Benefits division.

May 15, 2025

4:30p - 5:30p

Virtual Event

"Am I On Track To Retire? ~ Retirement Strategies for Long Term Success"

Various helpful resources will be provided to each guest. This event is designed for all TRS, SERS and PERS members and their spouse. This event is VIRTUAL! Ref: CORE 5981458.1 exp. 10-02-2025

May 13, 2025

4:30p - 5:30p

Tacoma Education Association

"Am I On Track To Retire? ~ Retirement Strategies for Long Term Success"

Various helpful resources will be provided to each guest. This event is designed for all TRS, SERS and PERS members and their spouse. Food and snacks will be provided! This will be the ONLY LIVE EVENT of the year! Ref: CORE 5971458.1 exp 10-02-2025

April 24, 2025

4:30p - 5:30p

"7 Keys to Financial Success for Educators"

"7 Keys Toward Financial Success for Educators"

Ref: CORE 6626801.1 exp 05-16-2026

April 22, 2025

4:30p - 5:30p

Tacoma Education Association

"7 Keys Toward Financial Success for Educators"

Various helpful resources will be provided to each guest. This event is designed for all TRS, SERS and PERS members and their spouse. Food and snacks will be provided! This will be the ONLY LIVE EVENT of the year! Ref: CORE 6626801.1 exp 05-16-2026

March 27, 2025

4:30p - 5:30p

Virtual Event

“Maximizing Plan 3 Benefits ~ Leveraging Plan 3 Advantages!”

This training is a MUST for any State Plan 3 Member! Don't miss an opportunity to truly understand your pension and learn how to Maximize your Benefits! This event is VIRTUAL! Ref: CORE 6085837.1 exp 10-02-2025

March 25, 2025

4:30p - 5:30p

Tacoma Education Association

“Maximizing Plan 3 Benefits ~ Leveraging Plan 3 Advantages!”

This training is a MUST for any State Plan 3 Member! Don't miss an opportunity to truly understand your pension and learn how to Maximize your Benefits! This will be the ONLY LIVE EVENT of the year! Ref: CORE 6085837.1 exp 10-02-2025

February 13, 2025

4:30p - 5:30p

Virtual Event

"5-Year Pre-Retirement Preparation ~ Don't Fear the Unexpected; Plan For It!"

Designed for folks approaching "The Big Day"! Various helpful resources will be provided to each guest. This event is designed for all TRS, SERS and PERS members and their spouse. This event is VIRTUAL! Ref: CORE 6085827.1 exp 11-08-2025

February 11, 2025

4:30p - 5:30p

Tacoma Education Association

"5-Year Pre-Retirement Preparation ~ Don't Fear the Unexpected; Plan For It!"

Designed for folks approaching "The Big Day"! Various helpful resources will be provided to each guest. This event is designed for all TRS, SERS and PERS members and their spouse. Food and snacks will be provided! This will be the ONLY LIVE EVENT of the year! Ref: CORE 6085827.1 exp 11-08-2025

December 17, 2024

4:30p - 5:30p

Virtual Event

December 5, 2024

4:30p - 5:30p

Tacoma Education Association

"5-Year Pre-Retirement Preparation ~ Don't Fear the Unexpected; Plan For It!"

Designed for folks approaching "The Big Day"! Various helpful resources will be provided to each guest. This event is designed for all TRS, SERS and PERS members and their spouse. Food and snacks will be provided! This will be the ONLY LIVE EVENT of the year! Ref: CORE 6085827.1 exp 11-08-2025

November 21, 2024

4:30p - 5:30p

Virtual Event

"5-Year Pre-Retirement Preparation ~ Don't Fear the Unexpected; Plan For It!"

Designed for folks approaching "The Big Day"! Various helpful resources will be provided to each guest. This event is designed for all TRS, SERS and PERS members and their spouse. This event is VIRTUAL! Ref: CORE 6085827.1 exp 11-08-2025

November 6, 2024

4:30p - 5:30p

Tacoma Education Association

“Maximizing Plan 3 Benefits ~ Leveraging Plan 3 Advantages!”

This training is a MUST for any State Plan 3 Member! Don't miss an opportunity to truly understand your pension and learn how to Maximize your Benefits! This will be the ONLY LIVE EVENT of the year! Ref: CORE 6085837.1 exp 10-02-2025

October 24, 2024

4:30p - 5:30p

Virtual Event

“Maximizing Plan 3 Benefits ~ Leveraging Plan 3 Advantages!”

This training is a MUST for any State Plan 3 Member! Don't miss an opportunity to truly understand your pension and learn how to Maximize your Benefits! This event is VIRTUAL!

October 22, 2024

4:30p - 5:30p

Tacoma Education Association

“Maximizing Plan 3 Benefits ~ Leveraging Plan 3 Advantages!”

This training is a MUST for any State Plan 3 Member! Don't miss an opportunity to truly understand your pension and learn how to Maximize your Benefits! This will be the ONLY LIVE EVENT of the year!

October 8, 2024

4:30p - 5:30p

"7 Keys to Financial Success for Educators"

September 26, 2024

4:30p - 5:30p

Tacoma Education Association

"7 Keys Toward Financial Success for Educators"

Various helpful resources will be provided to each guest. This event is designed for all TRS, SERS and PERS members and their spouse. Food and snacks will be provided! This will be the ONLY LIVE EVENT of the year!

August 29, 2024

5:00p - 7:00p

The LeMay Auto Museum

Client Appreciation Event! Find Balance During The Election Season.

When you arrive at the museum, park your car and DO NOT PAY for parking in the lot. Ken will be paying for your parking. The event begins at 5:00 but you can arrive any time after noon and enjoy complimentary museum access. Upon entering the museum simply state that you are a guest of Ken Behm Financial Planner and you will be provided with your complimentary museum tickets. The event will be hosted in the Club Car room downstairs ~ the folks at the front desk will direct you to the special meeting room. This event is partially or wholly paid for by Equitable.

April 18, 2024

4:30p - 5:30p

Tacoma Education Association

“Life Stage Investing ~ Saving for the Long Term.”

Various helpful resources will be provided to each guest. This event is designed for all TRS, SERS and PERS members and their spouse. Food and snacks will be provided! This will be the ONLY LIVE EVENT of the year!

April 16, 2024

4:30p - 5:15p

“Life Stage Investing ~ Saving for the Long Term.”

“Life Stage Investing ~ Saving for the Long Term.”

“Life Stage Investing ~ Saving for the Long Term.”

March 14, 2024

4:30p - 5:30p

Tacoma Education Association

“Maximizing Plan 3 Benefits ~ Leveraging Plan 3 Advantages!”

This training is a MUST for any State Plan 3 Member! Don't miss an opportunity to truly understand your pension and learn how to Maximize your Benefits! This will be the ONLY LIVE EVENT of the year!

March 12, 2024

4:30p - 5:15p

Virtual Event

“Maximizing Plan 3 Benefits ~ Leveraging Plan 3 Advantages!”

This training is a MUST for any State Plan 3 Member! Don't miss an opportunity to truly understand your pension and learn how to Maximize your Benefits! This event is VIRTUAL!

February 15, 2024

4:30p - 5:30p

Tacoma Education Association

"5-Year Pre-Retirement Preparation ~ Don't Fear the Unexpected; Plan For It!"

Designed for folks approaching "The Big Day"! Various helpful resources will be provided to each guest. This event is designed for all TRS, SERS and PERS members and their spouse. Food and snacks will be provided! This will be the ONLY LIVE EVENT of the year!

February 13, 2024

4:30p - 5:15p

Virtual Event

"5-Year Pre-Retirement Preparation ~ Don't Fear the Unexpected; Plan For It!"

Designed for folks approaching "The Big Day"! Various helpful resources will be provided to each guest. This event is designed for all TRS, SERS and PERS members and their spouse. This event is VIRTUAL!

January 18, 2024

4:30p - 5:30p

Virtual Event

"Am I On Track To Retire? ~ Retirement Strategies for Long Term Success"

Various helpful resources will be provided to each guest. This event is designed for all TRS, SERS and PERS members and their spouse. This event is VIRTUAL!

January 16, 2024

4:30p - 5:15p

Tacoma Education Association

"Am I On Track To Retire? ~ Retirement Strategies for Long Term Success"

Various helpful resources will be provided to each guest. This event is designed for all TRS, SERS and PERS members and their spouse. Food and snacks will be provided! This will be the ONLY LIVE EVENT of the year!

December 12, 2023

4:30p - 5:15p

NEA Member Benefits-Navigating Student Loan Forgiveness

NEA Member Benefits-Navigating Student Loan Forgiveness

NEA Member Benefits-Navigating Student Loan Forgiveness

November 14, 2023

4:30p - 5:15p

Tacoma Education Association

"5-Year Pre-Retirement Preparation ~ Don't Fear the Unexpected; Plan For It!"

Designed for folks approaching "The Big Day"! Various helpful resources will be provided to each guest. This event is designed for all TRS, SERS and PERS members and their spouse. Food and snacks will be provided! This will be the ONLY LIVE EVENT of the year!

November 9, 2023

4:30p - 5:30p

Puget Sound UnivServ Council

"5-Year Pre-Retirement Preparation ~ Don't Fear the Unexpected; Plan For It!"

Designed for folks approaching "The Big Day"! Various helpful resources will be provided to each guest. This event is designed for all TRS, SERS and PERS members and their spouse. Food and snacks will be provided! This will be a must-attend VIRTUAL Event!

November 2, 2023

4:30p - 5:30p

“Life Stage Investing ~ Saving for the Long Term.”

“Life Stage Investing ~ Saving for the Long Term.”

Life Stage Investing ~ Saving for the Long Term

November 1, 2023

4:30p - 5:15p

Tacoma Education Association

“Maximizing Plan 3 Benefits ~ Leveraging Plan 3 Advantages!”

This training is a MUST for any State Plan 3 Member! Don't miss an opportunity to truly understand your pension and learn how to Maximize your Benefits! This will be the ONLY LIVE EVENT of the year!

May 16, 2023

4:30p - 5:30p

Tacoma Education Association

"Maximizing Plan 3 Benefits ~ Leveraging Plan 3 Advantages"

Various helpful resources will be provided to each guest. This event is designed for all TRS, SERS and PERS members and their spouse.

April 25, 2023

4:30p - 5:30p

NEA Member Benefits: Making The Most of Your NEA Membership

NEA Member Benefits: Making The Most of Your NEA Membership

NEA Member Benefits: Making The Most of Your NEA Membership

April 20, 2023

4:30p - 5:30p

Puget Sound Uniserv Council - Virtual Event

"5-Year Pre-Retirement Preparation ~ Don't Fear the Unexpected; Plan For It!"

Designed for folks approaching "The Big Day"! Various helpful resources will be provided to each guest. This event is designed for all TRS, SERS and PERS members and their spouse.

March 21, 2023

4:30p - 5:30p

Tacoma Education Association

"Am I On Track To Retire?" Retirement Strategies for Educators and Administrators

Various helpful resources will be provided to each guest. This event is designed for all TRS, SERS and PERS members and their spouse.

February 21, 2023

4:30p - 5:30p

Tacoma Education Association

"5-Year Pre-Retirement Preparation ~ Don't Fear the Unexpected; Plan For It!"

Designed for folks approaching "The Big Day"! Various helpful resources will be provided to each guest. This event is designed for all TRS, SERS and PERS members and their spouse.

January 17, 2023

4:30p - 5:30p

NEA Member Benefits: New Year, New You

NEA Member Benefits: New Year, New You

NEA Member Benefits: New Year, New You

November 17, 2022

4:30p - 5:30p

Puget Sound Uniserv Council - Virtual Event

"Maximizing Plan 3 Benefits ~ Leveraging Plan 3 Advantages"

Various helpful resources will be provided to each guest. This event is designed for all TRS, SERS and PERS members and their spouse.

November 15, 2022

4:30p - 5:30p

Tacoma Education Association

"Maximizing Plan 3 Benefits ~ Leveraging Plan 3 Advantages"

Various helpful resources will be provided to each guest. This event is designed for all TRS, SERS and PERS members and their spouse.

October 18, 2022

4:30p - 5:30p

NEA Member Benefits-Navigating Student Debt

NEA Member Benefits-Navigating Student Debt

NEA Member Benefits-Navigating Student Debt

May 17, 2022

4:30p - 5:30p

Tacoma Education Association

"Am I On Track to Retire?" Retirement Strategies for Educators and Administrators

Various helpful resources will be provided to each guest. This event is designed for all TRS, SERS and PERS members and their spouse.

Event Registration

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