School District's Guide to Choosing the Right Employee Retirement Education
Our workshops are led by experienced retirement professionals specializing in K-12 retirement plans and are conveniently designed to fit into school district employees’ busy schedules. We created this workshop because we discovered a lack of information and transparency in planning for retirement options, leading us to research and compile vital insights for informed decision-making.
Our goal is to empower educators with professional, trustworthy information so they can make informed decisions, optimize their retirement savings, and build a better future for themselves and their loved ones.
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The curriculum for this workshop includes:
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Understanding your DRS TRS/PERS/SERS Plan 2 &n3 defined benefit
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Your options on healthcare upon retirement or separation from service
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Saving more through your 403B and DRS DCP plans
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Maximizing Social Security
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Taxes in Retirement
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Problems with retiring today
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Educators Retirement Master Class
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As an educator, your commitment to shaping young minds is unparalleled, yet securing your own financial future is equally vital. SOFA Tacoma invites you to a transformative seminar, tailored for educators like yourself, aimed at financial empowerment.
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Join us for a complimentary seminar where our expert speaker, with over three decades of experience guiding DRS members, will share invaluable insights. Delve into the complexities of DRS TRS/PERS/SERS Plans 2 & 3, exploring benefit options and retirement income strategies. Explore essential topics such as healthcare coverage, Social Security optimization, tax implications, and managing market volatility.
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Gain insights into longevity risks, the decline of defined-benefit plans, and the impact of rising healthcare costs and inflation on retirement income. This seminar is your chance to take control of your financial future and secure the fulfilling retirement you deserve. Register now.
Women Approaching Retirement and Beyond - Lunch & Learn
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As an educator, you've dedicated your life to shaping young minds and nurturing your community. SOFA Tacoma invites women educators like you to a complimentary seminar designed to empower you in retirement planning.
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Join us for invaluable insights from experienced speakers on unraveling benefit options in TRS, PERS, and SERS plans, optimizing Social Security benefits, navigating healthcare costs, securing estate plans, and strategizing for tax efficiency.
Gain insights into protecting your retirement savings from market volatility and overcoming obstacles such as longevity risks and healthcare inflation. This seminar is your chance to take control of your financial future. Register today!