As the pandemic has lingered on far longer than expected, several CAS members have requested that we conduct a virtual Retirement Planning Workshop this coming January. Consequently, we have scheduled a virtual CAS Retirement Planning Workshop for Wednesday, January 12, 2022, at 4:30 pm.

It is never too early to start thinking about retirement and actively planning for it. Whether you are thinking of retiring sooner or later down the road, we have developed an essential workshop for our members as a part of our continuing CAS Financial Literacy Program that you may find extremely helpful. On behalf of CAS, I would like to extend you an invitation to attend a retirement planning 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 Virtual Retirement Planning Workshop

4:30 pm

Wednesday, January 12, 2022
    Melville Marriott, Melville, NY

1350 Walt Whitman Road

                                                                   
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 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 Virtual Workshop: Retirement – Will I be Ready and Able to Retire as Planned?, please fill out this Google form.

The workshop link will be sent to those who register the week after we return from the Holiday Recess.