Broker Check
02 Nov
“Life Stage Investing ~ Saving for the Long Term.”


This year has been a real eye-opener! 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.

The educational workshop format will include about 25 minutes of content followed by Q&A. Registered guests will receive a Personal Retirement Calculator as well as a personal Asset-Map!

This event is designed for all TRS, SERS and PERS members and their family. This will be a must-attend VIRTUAL Event!

Date and Time

Thu, Nov 02, 2023

4:30p - 5:30p PST


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

Virtual Event
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