|Wealth Builder Workshop|
This workshop provides basic information about the Oregon Savings Growth Plan and its investment options. The workshop is intended for employees who are interested in enrolling in the Plan or for employees seeking a refresher course. Topics include:
Planning and Investing Workshop
- Plan highlights and benefits
- Investing in today's market
- Tax advantages
Are you on track? This workshop is intended to give you a snapshot of what your future retirement looks like based on your PERS, IAP, Social Security, and OSGP contributions. Topics will include calculating your savings goal, developing an investment strategy, and personalizing your portfolio. Feel free to bring your statements such as PERS, Social Security, and OSGP to the meeting.
This session is for those within five years of retirement or who have severed employment. Topics include:
*Please note that Retirement Seminar provides information about the Oregon Savings Growth Plan. For information about PERS retirement, visit www.oregon.gov/PERS.
- Catch-up provisions
- Payout options
- IRS requirements
- Retirement forms