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!

Dear Dave, 
Is there a chance of a state retirement incetive this year?
The Daly Report

Dear Dave,
Is the time right for another retirement incentive for public employees?

Dear Borana, 
I’ve inherited an IRA account, what are my options for how I will receive it?
Timely Topics

Dear Borana,
What is one of the most important concepts that someone should know to be financially literate?

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:OOpm

RETIREMENT PLANNING WORKSHOP

WHERE: L I MARRIOTT
WHEN: November 17, 2021 5:OOpm

RETIREMENT PLANNING WORKSHOP

WHERE: L I MARRIOTT
WHEN: April 13, 2022 5:OOpm

RETIREMENT PLANNING WORKSHOP

WHERE: L I MARRIOTT
WHEN: April 14, 2022 5:OOpm

NYSTRS RETIREMENT PLANNING WORKSHOP

WHERE: ZOOM
WHEN: May 26, 2022 5:OOpm

NYSTRS RETIREMENT PLANNING WORKSHOP

WHERE: ZOOM
WHEN: June 7, 2022 5:OOpm

UPCOMING EVENTS
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.

NOV 16

RETIREMENT PLANNING WORKSHOP

WHERE: L I MARRIOTT
WHEN: November 16, 2021 5:OOpm

NOV 17

RETIREMENT PLANNING WORKSHOP

WHERE: L I MARRIOTT
WHEN: November 17, 2021 5:OOpm

APR 13

RETIREMENT PLANNING WORKSHOP

WHERE: L I MARRIOTT
WHEN: April 13, 2022 5:OOpm

APR 14

RETIREMENT PLANNING WORKSHOP

WHERE: L I MARRIOTT
WHEN: April 14, 2022 5:OOpm

MAY 26

NYSTRS RETIREMENT PLANNING WORKSHOP

WHERE: ZOOM
WHEN: May 26, 2022 5:OOpm

JUN 7

NYSTRS RETIREMENT PLANNING WORKSHOP

WHERE: ZOOM
WHEN: June 7, 2022 5:OOpm

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 or Borana:

 

631-244-8201 ext 209 or ext 211
AButtelman@lincolninvestment.com | BVerardi@lincolninvestment.com

NYSTRS Plan Options Review

Understand the pension options and decide if you will take the maximum benefits or an option to protect your beneficiary.

Paycheck Analysis & Comparison

Compare what your paycheck looks like now with what your pension check will look like in retirement.

COMPLETE FINANCIAL PLAN

Receive a full financial plan outlining your finances and projections for retirement income.

To book your complementary consultation, contact Andrew or Borana today!

 

(631) 244-8201

 

Andrew: ext 209 | Borana: ext 211

AButtelman@lincolninvestment.com | BVerardi@lincolninvestment.com