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FINANCIAL LITERACY WORKSHOP
01/24/2019 @ 5:00 pm - 7:00 pm
Free
One of the most challenging goals in life is to prepare for a lifetime of financial independence and it is never too early to start thinking about retirement and planning for your life and family after working. Whether you are planning to retire soon or later on down the road, we have developed another essential workshop for our members as a part of our continuing CAS Financial Literacy Program. On behalf of CAS, I would like to extend you an invitation to attend a workshop designed to inform, educate and enhance your financial literacy as you prepare for the next phase of your life.
Retirement – Will I be Ready and Able to Retire as Planned?
With Andrew Buttelman of Lincoln Investment and Special Guest Speaker, David Daly**
CAS Financial Workshop: 5:00 – 7:00 PM
Thursday, January 24, 2019
Melville Marriott, Melville, NY
1350 Walt Whitman Road
(Refreshments will be provided)
The 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 you’re 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
- 403-b plans
- Employer-sponsored 403-b and 457 plans
- Elective and non-elective plans
- Limits, options, and catch up provisions
- What you must know about sick days, incentives and understanding the Non-elective Employer-sponsored 403-b