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The NEW Retirement Masterclass - Tacoma

Sat, Sep 20

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Tacoma

Retirement Planning For Educators

The NEW Retirement Masterclass - Tacoma
The NEW Retirement Masterclass - Tacoma

Time & Location

Sep 20, 2025, 1:00 PM – 2:30 PM

Tacoma, 7001 6th Ave, Tacoma, WA 98406, USA

About the event

Get ready to be amazed by how your SOFA speakers have empowered DRS members to plan for retirement for over three decades! This incredible presentation is packed with invaluable wisdom from those who have successfully taken that monumental leap.

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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


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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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