Broker Check
16 May
"Maximizing Plan 3 Benefits ~ Leveraging Plan 3 Advantages"

Description

Description: During uncertain times, encouragement and support can really help! Mindful planning leads to strategies that could work. Come learn how to leverage your Plan 3 Benefits and make your plan work for you.

Each qualifying member has a monthly pension benefit and an investment pool. Very often things are set-up when joining Plan 3 and never revisited until retirement and some choices are irrevocable. Clearly this can be problematic!

Resources: Among other valuable resources, a personalized Pension Benefits Worksheet and a 20-page Retirement Roadmap Workbook will be provided to the first 25 registered guests.

Designed For: This event is designed for all TRS, SERS and PERS Plan 3 members and their spouse.

Date and Time

Tue, May 16, 2023

4:30p - 5:30p PST

Location

Tacoma Education Association

3049 S 36th St
Suite 300
Tacoma, WA 98409

Note

Easy to find; free parking and snacks will be provided!

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