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

Description

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 will be the ONLY LIVE EVENT of the year!

Date and Time

Tue, Mar 25, 2025

4:30p - 5:30p PST

Location

Tacoma Education Association

3049 S 36th Street
Tacoma , WA 98409

Note

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

View on Map
PT1H

Event Registration

Will you be able to attend this event?