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Financial Literacy Workshop

April 22 @ 5:00 pm - 7:00 pm

Each year at around this time, CAS sponsors a Financial Literacy Program for our members contemplating retirement. Because of the current COVID-19 pandemic, some members are actively thinking about retirement and planning for life post retirement. This year we will offer socially distanced in-person conferences for up to 12 members according to New York State and CDC guidelines.  Masks and hand sanitizer will be provided for all participants.

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 another 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 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
Wednesday, April 22, 2021
Melville Marriott, Melville, NY
1350 Walt Whitman Road
(Refreshments will be provided)

Should this workshop fill up quickly, we will schedule another one soon after.

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

Details

Date:
April 22
Time:
5:00 pm - 7:00 pm
Event Categories:
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Venue

Melville Marriott
1350 Walt Whitman Rd
Melville, NY 11747 United States
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