Click on the name of the workshop for location, date, time, and registration instructions. All workshops are free of charge. Because seating is limited, every member and his/her guest must register to attend.
If you need to cancel a registration, please complete the cancellation form or call Member Services at 888-320-7377 (toll free).
Additional locations and appointments will continue to be added. Please check back for availability or look for events at another location.
NEW: PERS education sessions with financial planning are now available via webinar/online.
Retirement Readiness
For Tier One and Tier Two members within three years of retirement.
Topics for the first two hours:
- Individual Account Program (IAP)
- Online Member Services
- Retirement eligibility
- Calculating the retirement benefit
- Review of benefit estimate
- Retirement option choices
- Health insurance
- Cost-of-living adjustments
- Taxes
- Review of retirement application forms
The above is followed by a review of how to complete PERS retirement application forms (for those that would like to stay). This additional session lasts up to one hour. |
Retirement Readiness with Financial Planning*
For Tier One and Tier Two members within three years of retirement.
Adds:
- Coordinating PERS benefits with other income sources
- Income and distribution planning
- Investment strategies for retirement
- Planning for changing income and expense needs
- Social Security and Medicare
- Risk management
No PERS retirement forms review with these sessions. |
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Introduction to PERS Retirement
For Tier One and Tier Two members with more than three years to retirement.
Topics:
- Individual Account Program (IAP)
- Calculating the retirement benefit
- Online Member Services: benefit estimate
- Retirement benefit information
- Work after retirement limitations
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Introduction to PERS Retirement with Financial Planning*
For Tier One and Tier Two members with more than three years to retirement.
Adds:
- Coordinating PERS benefits with other income sources
- Income and distribution planning
- Investment strategies for retirement
- Planning for changing income and expense needs
- Social Security and Medicare
- Risk management
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*PERS partners with AIG Retirement Services to provide members with basic financial planning information. The partnership is not an endorsement of AIG Retirement Services products or services.