Dear Administrators,
At this time each school year, many veteran school administraors start thinking about retirement and the next phase of their career paths. To help our members make well-informed, strategic decisions, we sponsor a series of informative Financial Literacy Programs designed to help members plan for their retirement and to support them in better understanding the New York State Teachers Retirement System, their tax-deferred benefit plans, and Social Security.
Our workshop is an essential part of our continuing CAS Financial Literacy Program, and we are confident that you will find it extremely helpful, whether you are retiring this June or later. Therefore, we invite you to attend the workshop and enhance your financial literacy as you prepare for your next life phase.
It is never too early to start planning for retirement, and our program will provide you with the tools and knowledge you need to make informed decisions about your future.
We look forward to seeing you at the workshop and supporting you as you plan for retirement.
Confidently Stepping into Retirement With Andrew Buttelman and Borana Verardi of Lifestage Wealth Advisors
and Special Guest Speaker, David Daly**
CAS Financial Workshop: 5:00 – 7:00 PM
Wednesday, November 19, 2025, Or Thursday, November 20, 2025
Melville Marriott, Melville, NY
1350 Walt Whitman Rd.
Melville, NY (Refreshments will be provided)
This workshop will focus on:
Navigating the New York State Teachers System
- Getting credit for prior service
- Getting credit for prior military service and the new rules
- Understanding your in-service death benefit and making sure your family is secure
- Disability and your pension
- Understanding your death benefit
- Verifying Salaries
- Choosing an Option
- Filing the application
- Earning after retirement
Tax-Deferred Investment Opportunities – What you need to know!
- 403-b plans
- Employer-sponsored 403-b and 457 plans
- Elective and non-elective plans
- Limits, options, and catch up provisions
Sick days and Incentives
- What you must know about sick days, incentives and understanding the Non-elective Employer-sponsored 403-b
**David Daly was the manager of the Public Information Office of the New York State Teachers’ Retirement System. He was the System’s spokesperson and was responsible for its publications, website, and media information. Previously, he was the Administrator of Pre-retirement Planning where he organized and implemented the System’s retirement planning seminar program, which is a model for other systems throughout the country. Currently, Dave is the Administrator of the National Pension Education Association and is a nationally known presenter on retirement planning issues and public employees’ programs.
We have received tremendous positive feedback from CAS members who have attended our previous Financial Literacy Workshops. If you would like to attend the CAS Financial Workshop: Confidently Stepping into Retirement, PLEASE REGISTER HERE.
