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DTSTART;TZID=America/New_York:20260416T170000
DTEND;TZID=America/New_York:20260416T190000
DTSTAMP:20260416T104911
CREATED:20250812T173406Z
LAST-MODIFIED:20250812T173406Z
UID:31730-1776358800-1776366000@casliny.com
SUMMARY:CAS Sponsors Financial Literacy & Retirement Planning Workshops
DESCRIPTION: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. \nOn 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. \nRetirement – Will I be Ready and Able to Retire as Planned?\n        With Andrew Buttelman and Borana Verardi of Lifestage Wealth Advisors \nand Special Guest Speaker\, David Daly** \nCAS Financial Workshop: 5:00 – 7:00 PM\nWednesday\, April 15\, 2026 Or Thursday\, April 16\, 2026 Melville Marriott\, Melville\, NY \n1350 Walt Whitman Rd. \nMelville\, NY \n (Refreshments will be provided) \n                                                                          \nThe workshop will focus on: \nNavigating the New York State Teachers System \n\nUnderstanding your annual Benefit Profile\nVerifying your service and salary information\nGetting credit for prior service and military service\nCalculating pension benefits\nMaking the right decision when there is a serious illness\nUnderstanding your death benefit\nSelecting the Maximum or an Option at retirement\nWorking in retirement considerations\nDisability and your pension\nFiling the application\n\nTax-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**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. \nWe 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 GOOGLE FORM TO FOLLOW. \nMembers who were unable to attend either workshop and wish to find out more about college or retirement planning may contact Andrew Buttelman directly at: \n \n Andrew Buttelman\, Certified Retirement Counselor\nLincoln Investment\n640 Johnson Avenue\, Suite 204\nBohemia\, NY 11716\nOffice: (631) 244-8201; Cell: (631) 235-4932\nEmail: abuttelman@lincolninvestment.com
URL:https://casliny.com/event/cas-sponsors-financial-literacy-retirement-planning-workshops-11/
LOCATION:Melville Marriott\, 1350 Walt Whitman Rd\, Melville\, NY\, 11747\, United States
CATEGORIES:Financial Workshops,Meetings,Professional Development
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