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Retirement Masterclass

Wed, Jun 04

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Tacoma Public Library - Swasey Branch

Riding the roller coaster through turbulent markets now and in retirement

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Retirement Masterclass
Retirement Masterclass

Time & Location

Jun 04, 2025, 5:30 PM – 7:00 PM

Tacoma Public Library - Swasey Branch, 7001 6th Ave, Tacoma, WA 98406

About the event

Your SOFA speakers have helped DRS members plan for retirement since 1987. This presentation shares some of the wisdom from those who have made that big step.


~ HERE ARE SOME OF THE TOPICS WE WILL COVER ~


DRS TRS/PERS/SERS Plans 2 & 3

Do you know how much retirement income you'll get when you retire? We'll explore your DRS retirement plans, including your benefit options in retirement, survivor options, purchasing an annuity, and VOYA Plan 3 defined contribution income options upon retirement. Supplemental 403B and DCP 457 plans will be highlighted.


HEALTHCARE IN RETIREMENT

How will you pay for healthcare in retirement? How will you fill the gap if you retire before 65? We will discuss these questions and help you understand your PEBB options.


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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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