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

Description

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

Tue, May 13, 2025

4:30p - 5:30p PST

Location

Tacoma Education Association

3049 S 36th St
Suite 300
Tacoma , WA 98409

Note

Yummy refreshments and beverages will be provided! Located on Third Floor of IBEW Local 76 building.

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Event Registration

Will you be able to attend this event?