WORKSHOPS - Retired Teacher Financial Planning Workshop

Retired Teacher Financial Planning Workshop
Our workshop provides the retired teacher with the facts needed to ensure that your
retirement plan is based on up-to-date information. Some topics to be covered: 

  • What happens to your pension plan N, C, or D, as well as your or your spouse's social security benefit should you pass away
  • Review of TRB-sponsored Medicare choices and the basics of estate planning
  • How to coordinate retirement account distributions to minimize current taxes
  • Review investing strategies in the current economic environment


Spring 2019 Retired Teacher Financial Planning Workshops

Wednesday, May 22nd, Go Fish Restaurant, Mystic
Thursday, May 23rd, Avon Old Farms Hotel, Avon
Thursday, May 30th, Water’s Edge Resort, Westbrook


Registration Link


Gottfried and Somberg Wealth Management, LLC is not affiliated or endorsed by the
Connecticut Teacher's Retirement Board or the Federal Government.