| 2009 Education Index |
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| Registration |
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Click on the name of the workshop for location, date, time, and registration instructions. All workshops are free of charge.
If you need to cancel a registration, please call Customer Service at 503-598-7377 or e-mail PERS.CANCELLATIONS@STATE.OR.US.
Click here for information about parking at PERS headquarters in Tigard.
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| Retiring Within 90 Days |
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Retiring within 90 days? Would you like to meet individually with a PERS counselor? Schedule a one-on-one Retirement Application Assistance Session (RAAS) with a PERS counselor.
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| Group Counseling Sessions |
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One-Year PERS Presentation
For members within one year of retirement.
Topics:
¨ Individual Account Program (IAP)
¨ Retirement eligibility
¨ Calculating the retirement benefit
¨ Review of benefit estimate
¨ Retirement option choices
¨ Work after retirement limitations
¨ Health insurance
¨ Cost-of-living adjustments
¨ Taxes
¨ Review of Retirement Application forms
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One-Year PERS Presentation with Financial Planning*
For members within one year of retirement.
Adds:
¨ 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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Five-Year PERS Presentation
For members within five years of retirement.
Topics:
¨ Individual Account Program
¨ Regular and variable accounts
¨ Review of the PERS benefit calculator
¨ Retirement benefit information
¨ Work after retirement limitations
PERS also offers an online version of this counseling session.
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Five-Year PERS Presentation with Financial Planning*
For members within five years of retirement.
Adds:
¨ Investment strategies for retirement
¨ Risk management
¨ Social Security
¨ Coordinating PERS benefit with other income sources
¨ Review of the PERS benefit calculator
¨ Taxes, estate planning, and more
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* Financial planning information is provided by PERS education partner, VALIC.
Mid-Career Presentation
For Tier One and Tier Two members who are more than five years away from retirement.
Topics:
¨ The Individual Account Program (IAP)
¨ Retirement benefit calculator
¨ Planning for the future
¨ Understanding your retirement income
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OPSRP Early Career Presentation
For Oregon Public Service Retirement Plan (OPSRP) members.
Topics:
¨ OPSRP overview, for members hired on or after August 29, 2003
¨ OPSRP membership details and benefits
¨ The Individual Account Program (IAP)
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Completing Your Retirement Forms
For those retiring within the year, this hour-long, live, interactive internet-based session provides details on which forms are required and the appropriate way to fill out the PERS service retirement application and the Individual Account Program forms.
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OSGP Workshops
Oregon Savings Growth Plan workshops include:
Wealth Builder - Describes what the OSGP is, how it works, and why it is a valuable tool to use to accumulate dollars for retirement. The seminar discusses benefits of tax-deferred investing, OSGP investment options, and enrollment information.
Planning & Investing - Helps participants calculate long-term savings goals, review the nine investment options, and create personal investment strategies.
The Retirement Seminar - For participants within five years of retirement or who have severed employment and includes the catch-up provision; pay-out options; IRS requirements; and the impact of new tax laws upon retirees, time frames, and forms completion.
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Long-Term Care Insurance
Schedule of long-term care informational meetings for 2009. Notice: Pre-registration is not required for a long-term care informational meeting.
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Page updated: September 01, 2009
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