Publications

Spring break webinars – Getting ready to retire

Posted on March 22, 2023

Spring is here! If you’re thinking about retiring in the next few years, now is the perfect time to dig in and find out more. Sign up for a free webinar this spring. Find specific information for your plan including how to withdraw from your DCP savings and how to pick a beneficiary.

If you’re a school employee, find out about the difference between retiring in July vs September.

Should I attend a webinar or a seminar?

Webinars

Webinars are 30 to 60 minutes and focus on one topic. They are online so you can attend from the comfort of your own home. Some webinars focus on retirement, while others are for those who are starting their career. These live sessions generally have a smaller group and allow time for your questions.

Webinars in April:

Benefit options at retirement
DCP
DCP withdrawals
Early retirement: PERS, TRS, SERS
Late career: TRS/SERS
Online resources
Plan 3 withdrawals
Plan 3: PERS, TRS, SERS

Seminars

Designed for customers who are approaching retirement, seminars are a half-day program running from 9:00 am – 1:30 pm with several breaks. Currently available online and in-person. The sessions cover everything you need to know about getting ready to retire including how to apply, what to know about social security and health care.

New for April – Emotional Side of Retirement Seminar

Your life revolves around work more than you may realize. After you retire, you may feel disconnected, especially after you’ve spent most of your life working as part of a team. Find out how to make the transition from work life to retired life.