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CAS Sponsors April Financial Literacy Workshop in Melville

CAS Finacial Planning Workshop 11-12-14

On April 21st CAS sponsored another well-attended and informative after school workshop focused on Financial Literacy and Retirement Planning at the Melville Marriott Long Island.  Andrew Buttelman, from the Legend Group, along with guest speaker David Daly provided over 40 CAS members present with a great deal of important information about their New York State Teachers Retirement System (NYSTRS) pension benefits, long term financial planning and Social Security.  David was the New York Teachers Retirement system spokesperson and the Coordinator of Pre-Retirement Planning for many years and is a well-respected expert on the NYS pension system.  Topics discussed included; choosing a retirement option; 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; understanding all pension tiers and member benefit calculations.  The program ran from 5:00 p.m. until 7:00 p.m. with refreshments served and many members remaining afterwards to ask Andrew and David individual questions.

CAS will continue to sponsor Financial Literacy workshops for our members. As many of our members are just beginning their careers, our fall 2015 workshop will focus on College Planning and tax shelter programs commonly offered by school districts to administrative employees such as the Roth IRA, various 403(B) and 457 plans.

Members unable to attend this workshop who wish to find out more about college and retirement planning may contact Andrew Buttelman directly at:

Andrew Buttelman CRC, CLTC

Registered Representative

Legend Equities Corp.

640 Johnson Ave, Suite 204

Bohemia, NY 11716

Office:  631-244-8201

Fax:      631-244-8238

Cell:      631-235-4932





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