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Nearing Retirement - Lunch & Learn

Sat, Dec 13

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University Place Pierce County Library

Steps to retirement and beyond!

Nearing Retirement - Lunch & Learn
Nearing Retirement - Lunch & Learn

Time & Location

Dec 13, 2025, 10:30 AM – 12:30 PM

University Place Pierce County Library, 3609 Market Pl W, University Place, WA 98466, USA

About the event


This seminar is exclusive to those retiring in the next 5 years.

The Retirement Process. What you need to know...AND uncover the secrets they never tell you!


  • DRS TRS/PERS/SERS Plans 2/3 - Understanding your pension

Do you know how much income you’ll receive in retirement? When can you retire, and what will your first month’s pension benefit look like? In this discussion, we will explore your government retirement plans, including the benefit options available to you during retirement and the survivor options. We will also cover what it means to separate from service and how it affects your pension benefit. How does the COLA work if I retire in July or September? Additionally, we will discuss how these factors may affect the amount of your pension.


  • Your retirement assets - What you will need to know


Share this event

SOFA TACOMA

 

Tacoma / Gig Harbor WA Chapter

The Society for Financial Awareness

SOFA Speaker - Marie Ostlund

4115 D Bridgeport Way West

University Place, WA 98466

CONTACT US

SOFA the organization, does not offer to sell financial products nor promote any one particular company. Though the presenter may mention specific financial instruments and their functionality, SOFA’s role is only to educate and inspire. SOFA only represents the educational workshop - all other
endorsements are non-SOFA related.

Marie Ostlund is a Registered Representative of, and offers securities through, World Equity Group, Inc., member FINRA and SIPC Ostlund Wealth is not owned or controlled by World Equity Group, Inc. Marie is not employed by, affiliated with, or endorsed by TIAA, the Washington State Department of Retirement Systems or any other Federal or state governmental agency.

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