Upcoming Event Information

Enjoy an event filled with education!  I 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.