Broker Check
18 Jan
"Am I On Track To Retire? ~ Retirement Strategies for Long Term Success"


Description: Everyone should truly understand their pension benefits and this event is where we dive into how State Pension Benefits are calculated and how to maximize the opportunities available to you. We discuss subtle nuances of various options, what options are within your control, those that “are what they are” and how to build a plan that makes sense for you! Various helpful resources will be provided to each guest.

Resources: The educational workshop format will include about 25 minutes of content followed by Q&A. Among other valuable resources, a 20-page Retirement Roadmap workbook, a 16-page Social Security handbook as well as a personalized Asset-Map will be provided to the first 25 registered guests. This will be the ONLY LIVE EVENT of the year!

Designed For: This event is designed for all TRS, SERS and PERS members and their family.

Date and Time

Thu, Jan 18, 2024

4:30p - 5:30p PST


Virtual Event

Virtual Event


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