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Each year around this time, CAS sponsors a Financial Literacy Program for our members to help them plan for their eventual retirement. Even if you are not actively considering retirement and preparing for life post-retirement, this could be an excellent opportunity to learn more about the New York State Teachers Retirement System, Social Security, and your tax-deferred benefit plans. It is never too early to start thinking about retirement and actively planning for it. Whether you are considering retiring sooner or later, we have designed 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 invite you to attend a 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 and Borana Verardi of Lifestage Wealth Advisors

and Special Guest Speaker, David Daly**

CAS Financial Workshop: 5:00 – 7:00 PM
Wednesday, November 29, 2023 Or Thursday, November 30, 2023

Melville Marriott, Melville, NY

1350 Walt Whitman Rd.

Melville, NY
 (Refreshments will be provided)

The workshop will focus on:

Navigating the New York State Teachers System

  • Understanding your annual Benefit Profile
  • Verifying your service and salary information
  • Getting credit for prior service and military service
  • Calculating pension benefits
  • Making the right decision when there is a serious illness
  • Understanding your death benefit
  • Selecting the Maximum or an Option at retirement
  • Working in retirement considerations
  • Disability and your pension
  • Filing the application

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. Also, previously he was 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 want to attend the CAS Financial Workshop: Retirement – Will I be Ready and Able to Retire as Planned?, please complete this Google form.or scan the QR code below for the Google Form.

Members who were unable to attend either workshop and wish to find out more about college or retirement planning may contact Andrew Buttelman directly at:

Andrew Buttelman, Certified Retirement Counselor
Lincoln Investment
640 Johnson Avenue, Suite 204
Bohemia, NY 11716
Office: (631) 244-8201; Cell: (631) 235-4932

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