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NEW 2026 Retirement Planning Masterclass - Puyallup

Sat, Jan 17

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Puyallup Public Library

Retirement Planning For Educators

NEW 2026 Retirement Planning Masterclass - Puyallup
NEW 2026 Retirement Planning Masterclass - Puyallup

Time & Location

Jan 17, 2026, 9:30 AM – 11:30 AM

Puyallup Public Library, 324 S Meridian, Puyallup, WA 98371, USA

About the event

Whether you are one, three, five, or even 15 years away from retiring, it’s never too early to begin planning for your future. Gather key insights from our local retirement specialists who have over 35 years of experience in helping DRS members with retirement planning.


Seminar Agenda & MORE!!


Relying Solely on a Pension?

  • Learn how to review your DRS Plan 2 Pension details effectively.

  • Explore options for early retirement and purchasing service credit.

  • Understand when and why to take your pension, and consider the timing of Cost of Living Adjustments (COLA).


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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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