Financial Planning Workshops
In conjunction with the retirement planning
presentations PERS offers, its education partner, VALIC, provides financial planning workshops to members who
are within one and five years of retiring and their spouses. The chart
below shows the subjects covered during the financial planning workshop.
All presentations are free of charge. The
presentations are offered at various locations within Oregon.
To register for a workshop, click the Register button.
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Retirement Readiness Financial Planning Workshop
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Introduction to PERS Retirement Financial Planning Workshop
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- Social Security
- Medicare
- Income and distribution
planning
- Coordinating PERS benefit
with other income sources
- Planning for changing
income and expense needs
- Investment strategies
for retirement
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- Investment strategies
for retirement
- Risk management
- Social Security
- Coordinating PERS benefit
with other income sources
- Taxes, estate planning,
and more
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Related topic:
Retirement
Planning Presentations