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


September 2019 Retired Teacher Financial Planning Workshops

Thursday, September 19th, Water’s Edge Resort, Westbrook
Monday, September 23rd, Avon Old Farms Hotel, Avon
Tuesday, September 24th, River Restaurant, Wethersfield
Wednesday, September 25th, Go Fish Restaurant, Mystic


Registration Link


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