Education professionals, teachers, and support staff moving into final phases of their careers often find that a “To Do” list of Retirement Preparation Tasks is long, and includes topics about which they want more information – either because they want to take appropriate action, or because greater understanding and peace of mind is desired.
Central to a decision of when to retire is the question of whether it can be afforded. This webinar will present information and advice not only on how to prepare for retirement, but include suggestions about how to assess financial readiness for the type of retirement you want to have.
Attend this webinar to learn more about the following topics and questions:
- Defining retirement goals
- How much will you need in retirement?
- How your Pension is calculated and received
- When should you collect Social Security?
- How should you invest your Retirement Plan assets?
- Taxation of retirement income
- How to select a financial advisor
Please join us for this exciting webinar in order to learn tips, tricks, and advice on how to be best prepared when making important financial decisions.
Meet the Financial Planners from Stacey Braun Associates
Gerry McGahran
IRS Enrolled Agent
Certified Financial Planner™
Paul Kiley
Masters in Taxation
IRS Enrolled Agent
Certified Financial Planner™
David Bonington
Masters in Finance
Certified Financial Planner™
Stacey Braun Associates is the provider of the Eastchester Teachers Trust Fund financial planning program. Stacey Braun Associates does not earn money from commissions. The only thing the firm’s planners “sell” is advice, which is paid for by the Eastchester Teachers Trust Fund.