PERS education sessions are being held in-person and virtually.
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 whether in-person or at a virtual session.
Additional locations and appointments will continue to be added. Please check back for availability or look
for events at another location.
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
For Tier One and Tier Two members within three years of retirement.
Topics: - 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
- Working after retirement
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Retirement
Readiness presentation followed by financial planning session
For Tier One and Tier Two members within three years of retirement.
Financial planning session topics: - 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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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
- Retirement option choices
- Preretirement benefits
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Introduction to PERS Retirement presentation followed by financial planning session*
For Tier One and Tier Two members with more than three years to retirement.
Financial planning session topics: - 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
|
*PERS partners with CoreBridge Financial to provide members with basic financial planning information. The
partnership is not an endorsement of CoreBridge Financial products or services.
Note: Page last updated March 2026.