Upcoming Event Information

Enjoy an event filled with education!  We will discuss how to answer the most important retirement planning questions, ensure you understand your State Pension retirement benefits and review your supplemental retirement options. ​

• How to maximize your retirement benefit.
• Review the recent changes to your State Pension, 403b, and 457 retirement plans.
• Gain knowledge on how Social Security impacts your pension benefit.
• Compare the differences between 403b, 457, ROTH 403b, and IRA's.
• How to use 403b and 457 pre-tax funds to help eliminate debt without a penalty.
• Learn which kids’ college savings accounts are available.