Education, Communication & Motivation
Learn to navigate and take control of your finances as well as how to recognize and avoid the most common and costly mistakes. Successful planning involves making informed financial decisions at all stages of your working life and especially as you transition into retirement.
“In a time of turbulence and change, it is more true than ever that knowledge is power.” – John F. Kennedy
Ask an Advisor:
Dear CAS Members,
Thank you for submitting such excellent questions to our advisors below.
The answers will definitely benefit many of your colleagues. So, keep the questions coming!
The best questions each month will receive a FREE book from our must-read financial library!
Drew’s Views
Dear Drew,
I have a significant amount of my 403b and some IRA money invested in the stock market. Should I go to a fixed account until things change?
Retirement Planning Workshop
In this complimentary workshop, you’ll receive valuable information about your New York State Teachers Retirement System (NYSTRS) pension benefits, long-term financial planning, and Social Security. Retirement speaking specialist, David Daly, will discuss 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.
RETIREMENT PLANNING WORKSHOP
WHERE: L I MARRIOTT
WHEN: November 16, 2021 5:00pm
RETIREMENT PLANNING WORKSHOP
WHERE: L I MARRIOTT
WHEN: November 17, 2021 5:00pm
RETIREMENT PLANNING WORKSHOP
WHERE: L I MARRIOTT
WHEN: April 13, 2022 5:00pm
RETIREMENT PLANNING WORKSHOP
WHERE: L I MARRIOTT
WHEN: April 14, 2022 5:00pm
NYSTRS RETIREMENT PLANNING WORKSHOP
WHERE: ZOOM
WHEN: May 26, 2022 5:00pm
NYSTRS RETIREMENT PLANNING WORKSHOP
WHERE: ZOOM
WHEN: June 7, 2022 5:00pm
DID YOU KNOW?
ALL CAS MEMBERS ARE ENTITLED TO A FREE FINANCIAL PLAN
The financial planning process will help you to have a better understanding of your financial situation and how your retirement income will work for you. For your free financial plan or consultation, contact Andrew:
631-244-8201 ext 209
AButtelman@lincolninvestment.com
Understand the pension options and decide if you will take the maximum benefits or an option to protect your beneficiary.
Compare what your paycheck looks like now with what your pension check will look like in retirement.
Receive a full financial plan outlining your finances and projections for retirement income.