17
Nov
"Maximizing Plan 3 Benefits ~ Leveraging Plan 3 Advantages"
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.
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
Thu, Nov 17, 2022
4:30p - 5:30p PST