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DTSTART;TZID=America/New_York:20220607T170000
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DTSTAMP:20260423T105453
CREATED:20210915T135744Z
LAST-MODIFIED:20230601T162958Z
UID:15813-1654621200-1654628400@casliny.com
SUMMARY:NYSERS RETIREMENT PLANNING
DESCRIPTION:Recently several CAS members who are members of the NYS Employees Retirement System (ERS) asked that we schedule a retirement workshop for them on Zoom focused solely on the ERS Employees Retirement System. Consequently\, we have reached out to our retirement planning team and scheduled a CAS ERS Retirement Workshop on Zoom for Tuesday\, June 7\, 2022 at 5:00 pm. \nIf you are contemplating retirement and planning for the next phase of your life\, you may want to consider participating in this worthwhile event. \nVirtual CAS NYSERS Retirement Workshop: \nTuesday\, June 7\, 2022 5:00 – 7:00 PM \nRetirement – Will I be Ready and Able to Retire as Planned?\nWith Andrew Buttelman of Lincoln Investment and Guest Speaker\, David Daly** \nThe workshop will focus on: \n\nNavigating the New York State Employees Retirement System (ERS) \n\nGetting credit for prior service\nGetting credit for prior military service and the new rules\nUnderstanding your in-service death benefit and making sure your family is secure\nDisability and your pension\nUnderstanding your death benefit\nVerifying Salaries\nChoosing an Option\nFiling the application\nEarning after retirement\n\n Tax-Deferred Investment Opportunities – What you need to know! \n\n403-b plans\nEmployer-sponsored 403-b and 457 plans\nElective and non-elective plans\nLimits\, options\, and catch up provisions\n\nSick days and Incentives \n\nWhat you must know about sick days\, incentives and understanding the Non-elective Employer-sponsored 403-b\n\n \n**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. Space is limited and as these workshops will fill quickly\, requests will be honored on a first- come- first- served basis. \nIf you have questions\, please call our office at 631-761-5451.
URL:https://casliny.com/event/financial-literacy-workshop-2-2-2-2-2-2-2-2/
LOCATION:VIA ZOOM
CATEGORIES:Featured on Home,Financial Workshops,Meetings
ATTACH;FMTTYPE=image/jpeg:https://casliny.com/wp-content/uploads/2021/09/NYSTRS-1.jpg
ORGANIZER;CN="Demetria Marino%2C Office Manager":MAILTO:casinfo@caslongisland.com
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