UPDATE: PERS education sessions are available via webinar during the COVID-19 pandemic. The available sessions include a financial planning presentation. Other sessions without the financial planning component are
not available at this time, but PERS is working to create webinar versions of them as soon as possible. To register for an education session, click on
Retirement Readiness with Financial Planning or
Introduction to PERS Retirement with Financial Planning below.
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.
Retirement Readiness**
** This education session is temporarily unavailable, but you can still sign up for education through our
Retirement Readiness with Financial Planning webinars. Use the link on the right to register.
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
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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*** ***This education session is temporarily unavailable, but you can still sign up for education through our
Introduction to PERS Retirement webinars. Use the link on the right to register.
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.
Note: Page last updated December 2020.