Retired Teacher Financial Planning Workshop

Retired Teacher Financial Planning Workshop

Thursday, October 29th, Webinar

6 pm - 7:30 pm

Registration Link

 

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

 

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