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FINANCIAL LITERACY WORKSHOP – Via Go To Meeting
01/19/2023 @ 5:00 pm - 7:00 pm
Several members have asked us to sponsor another Financial Literacy Program on Zoom for our members contemplating retirement. As we continue to emerge from the COVID-19 pandemic, some members are actively thinking about retirement and planning for life post-retirement. Whether you are thinking of retiring sooner or later, we have developed another informative workshop for our members as a part of our continuing CAS Financial Literacy Program that you may find helpful. On behalf of CAS, I would like to extend an invitation to attend this virtual workshop designed to 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**
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
**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 Coordinator 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 programs for public employees.