Broker Check
12 March
“Maximizing Plan 3 Benefits ~ Leveraging Plan 3 Advantages!”


Have you ever heard that Plan 3 is the “work till you die plan”? That doesn’t sound very encouraging! 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!

Among other valuable resources, a Personal Retirement Calculator (PRC), 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 event is designed for all TRS, SERS and PERS Plan 3 members and their spouse.

This event is VIRTUAL!

Date and Time

Tue, Mar 12, 2024

4:30p - 5:15p PST


Virtual Event

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