Nearing Retirement - Lunch & Learn - University Place

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

• Maximizing Social Security - When to take