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Financial Planning Retirement Workshop for ESSAA (The Empire State Supervisors and Administrators Association (ESSAA)

  • Westchester Marriott 670 White Plains Road Tarrytown, NY, 10591 United States (map)

Financial Planning Retirement Workshop for ESSAA (The Empire State Supervisors and Administrators Association (ESSAA)

The program will be held at Tarrytown, Westchester Marriot NY.

TOPICS TO BE DISCUSSED:

  • Choosing a retirement option for NYSTRS.

  • Understanding your in-service death benefit.

  • Prior service and out of state service, unused sick days.

  • Employer-sponsored non-elective and elective 403(B) plans.

  • Why financial planning is critical in retirement.

  • Understanding all pension tiers, and member benefit calculations.

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February 8

CAS Social Security Webinar for Baby Boomers

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March 15

Financial Planning Retirement Workshop for Connetquot Central School District