RETIREMENT PLANNING WORKSHOP

The program will start 5:00pm at the Long Island Marriot.

TOPICS TO BE DISCUSSED:

• Topics discussed included choosing a retirement option.

• Understanding your in-service death benefit.

• Prior service and out of state service, unused sick days.

• Employer-sponsored non-elective and elective 403(B) plans.

• Understanding all pension tiers, and member benefit calculations.

RETIREMENT PLANNING WORKSHOP

The program will start 5:00pm at the Long Island Marriot.

TOPICS TO BE DISCUSSED:

• Topics discussed included choosing a retirement option.

• Understanding your in-service death benefit.

• Prior service and out of state service, unused sick days.

• Employer-sponsored non-elective and elective 403(B) plans.

• Understanding all pension tiers, and member benefit calculations.

SS & TSA UPDATE WORKSHOP

The program will start 4:30pm via Zoom.

VIRTUAL RETIREMENT PLANNING WORKSHOP

The program will start 4:30pm via Zoom.

TOPICS TO BE DISCUSSED:

• Topics discussed included choosing a retirement option.

• Understanding your in-service death benefit.

• Prior service and out of state service, unused sick days.

• Employer-sponsored non-elective and elective 403(B) plans.

• Understanding all pension tiers, and member benefit calculations.

CAS RETIREMENT WORKSHOP

The program will start 5:00pm at the Melville Marriot.

Each year around this time, CAS sponsors a Financial Literacy Program for our members to help them plan for their eventual retirement. Even if you are not actively considering retirement and preparing for life post-retirement, this could be an excellent opportunity to learn more about the New York State Teachers Retirement System, Social Security, and your tax-deferred benefit plans. It is never too early to start thinking about retirement and actively planning for it. Whether you are considering retiring sooner or later, we have designed an essential workshop for our members as a part of our continuing CAS Financial Literacy Program that you may find extremely helpful.

TOPICS TO BE DISCUSSED:

• Navigating the New York State Teachers System.

• Tax-Deferred Investment Opportunities.

• Sick days and Incentives.

CAS RETIREMENT WORKSHOP

The program will start 5:00pm at the Melville Marriot.

Each year around this time, CAS sponsors a Financial Literacy Program for our members to help them plan for their eventual retirement. Even if you are not actively considering retirement and preparing for life post-retirement, this could be an excellent opportunity to learn more about the New York State Teachers Retirement System, Social Security, and your tax-deferred benefit plans. It is never too early to start thinking about retirement and actively planning for it. Whether you are considering retiring sooner or later, we have designed an essential workshop for our members as a part of our continuing CAS Financial Literacy Program that you may find extremely helpful.

TOPICS TO BE DISCUSSED:

• Navigating the New York State Teachers System.

• Tax-Deferred Investment Opportunities.

• Sick days and Incentives.

CAS RETIREMENT WORKSHOP

The program will start 5:00pm at the Long Island Marriot.

CAS will continue to sponsor Financial Literacy workshops for our members focused on Retirement, College Planning, Social Security, and tax shelter programs commonly offered by school districts to administrative employees such as the Roth IRA, various 403(B) and 457 plans.

TOPICS TO BE DISCUSSED:

• Topics discussed included choosing a retirement option.

• Understanding your in-service death benefit.

• Prior service and out of state service, unused sick days.

• Employer-sponsored non-elective and elective 403(B) plans.

• Understanding all pension tiers, and member benefit calculations.

CAS RETIREMENT WORKSHOP

The program will start 5:00pm at the Long Island Marriot.

CAS will continue to sponsor Financial Literacy workshops for our members focused on Retirement, College Planning, Social Security, and tax shelter programs commonly offered by school districts to administrative employees such as the Roth IRA, various 403(B) and 457 plans.

TOPICS TO BE DISCUSSED:

• Topics discussed included choosing a retirement option.

• Understanding your in-service death benefit.

• Prior service and out of state service, unused sick days.

• Employer-sponsored non-elective and elective 403(B) plans.

• Understanding all pension tiers, and member benefit calculations.

CAS Social Security Webinar

The program will start 4:30pm via webinar.

At this workshop you will learn...

• How to decide when to collect your benefits.

• How to coordinate benefits with your spouse.

• The Social Security options available to divorcees.

• How the death of a spouse affects your Social Security benefits.

• How work affects your benefits.

• How your benefits are taxed.

Financial Planning Retirement Workshop for Connetquot Central School District

TOPICS TO BE DISCUSSED:

• Choosing a retirement option for NYSTRS.

• Understanding your in-service death benefit.

• Prior service and out of state service, unused sick days.

• Employer-sponsored non-elective and elective 403(B) plans.

• Why financial planning and income planning is critical in retirement.

• Social Security Information, Long Term Care Planning.

• Understanding all pension tiers, and member benefit calculations.

Financial Planning Retirement Workshop for ESSAA (The Empire State Supervisors and Administrators Association (ESSAA)

The program will be held at Tarrytown, Westchester Marriot NY.

TOPICS TO BE DISCUSSED:

• Choosing a retirement option for NYSTRS.

• Understanding your in-service death benefit.

• Prior service and out of state service, unused sick days.

• Employer-sponsored non-elective and elective 403(B) plans.

• Why financial planning is critical in retirement.

• Understanding all pension tiers, and member benefit calculations.

CAS Social Security Webinar for Baby Boomers

The program will start 4:30pm via webinar.

At this workshop you will learn...

• Factors to consider when deciding to apply for social security benefits.

• When it makes sense to delay benefits—and when it does not.

• Why you should always check your earnings record for accuracy

• How to estimate your benefits.

• How to coordinate Social Security with your other forms of retirement income.

• The decisions you make today can have a tremendous bearing on the total amount of benefits you stand to receive over your lifetime.

CAS RETIREMENT PLANNING WEBINAR

The Program will be run via Zoom – please contact us for more information

CAS will continue to sponsor Financial Literacy workshops for our members focused on Retirement, College Planning, Social Security, and tax shelter programs commonly offered by school districts to administrative employees such as the Roth IRA, various 403(B) and 457 plans.

TOPICS TO BE DISCUSSED:

• Topics discussed included choosing a retirement option via the pension system

• Understanding your in-service death benefit.

• Prior service and out of state service, unused sick days.

• Employer-sponsored non-elective and elective 403(B) plans.

• Understanding all pension tiers, and member benefit calculations.

• New 2023 contribution limits to your retirement plans

CAS RETIREMENT WORKSHOP WEBINAR

The program will run at 4:30 pm via GOTOMETING virtual meet.

CAS will continue to sponsor Financial Literacy workshops for our members focused on Retirement, College Planning, Social Security, and tax shelter programs commonly offered by school districts to administrative employees such as the Roth IRA, various 403(B) and 457 plans.

TOPICS TO BE DISCUSSED:

• Topics discussed included choosing a retirement option.

• Understanding your in-service death benefit.

• Prior service and out of state service, unused sick days.

• Employer-sponsored non-elective and elective 403(B) plans.

• Understanding all pension tiers, and member benefit calculations.

ESSAA Sponsors Retirement Planning Webinar

The program will run at 4:00 pm via virtual webinar.

The ESSAA retirement planning webinar entitled “Will I be Ready and Able to Retire as Planned?” will be presented by Andrew Buttelman and guest speaker David Daly. The retirement planning support team provides ESSAA members with valuable information about pension benefits, long-term financial planning, and Social Security. David Daly was the New York State Teachers Retirement system spokesperson and the Coordinator of Pre-Retirement Planning for many years and is a wellrespected specialist on the NYS pension system.

TOPICS TO BE DISCUSSED:

• Choosing a retirement option

• Understanding your in-service death benefit

• Prior service

• Unused sick days

• Employer-sponsored non-elective and elective 403(B) plans

• Understanding all pension tiers

• Member benefit calculations

CAS RETIREMENT WORKSHOP

The program will start 5:00pm at the Long Island Marriot.

CAS will continue to sponsor Financial Literacy workshops for our members focused on Retirement, College Planning, Social Security, and tax shelter programs commonly offered by school districts to administrative employees such as the Roth IRA, various 403(B) and 457 plans.

TOPICS TO BE DISCUSSED:

• Topics discussed included choosing a retirement option.

• Understanding your in-service death benefit.

• Prior service and out of state service, unused sick days.

• Employer-sponsored non-elective and elective 403(B) plans.

• Understanding all pension tiers, and member benefit calculations.

CAS RETIREMENT WORKSHOP

The program will start 5:00pm at the Long Island Marriot.

CAS will continue to sponsor Financial Literacy workshops for our members focused on Retirement, College Planning, Social Security, and tax shelter programs commonly offered by school districts to administrative employees such as the Roth IRA, various 403(B) and 457 plans.

TOPICS TO BE DISCUSSED:

• Topics discussed included choosing a retirement option.

• Understanding your in-service death benefit.

• Prior service and out of state service, unused sick days.

• Employer-sponsored non-elective and elective 403(B) plans.

• Understanding all pension tiers, and member benefit calculations.

Financial Planning Retirement Workshop for Connetquot Central School District

TOPICS TO BE DISCUSSED:

• Choosing a retirement option for NYSTRS.

• Understanding your in-service death benefit.

• Prior service and out of state service, unused sick days.

• Employer-sponsored non-elective and elective 403(B) plans.

• Why financial planning and income planning is critical in retirement.

• Social Security Information, Long Term Care Planning.

• Understanding all pension tiers, and member benefit calculations.

Student Loan Forgiveness Webinar with Heather Jarvis

Wednesday, October 12th, 2022 at Noon!

Featuring attorney, advocate and student loan expert Heather Jarvis to explain:

TOPICS DISCUSSED:

• President Biden's $10,000-$20,000 student loan debt cancellation

• Public Service Loan Forgiveness: ASAP, limited time waiver expires October 31, 2022

• COVID payment suspension is ENDING on December 31, 2022

• New Income-Driven Repayment (IDR) Plan expected

• Location is webinar- contact Andrew Buttelman for registration information.

ESSAA Public Service Student Loan Forgiveness Webinar

The program runs at 4:00 p.m. via GOTOMETING virtual meet.

This webinar is presented by nationally recognized Attorney Heather Jarvis. She discusses recent changes to the Public Service Student Loan Forgiveness Program.

TOPICS DISCUSSED:

• Public Service Student Loan Forgiveness Program.

• Recent changes to the program.

• Interact with Heather through a personalized question and answer format addressing individual and common concerns.

CAS Public Service Student Loan Forgiveness Webinar

The program ran at 4:00 p.m. via GOTOMETING virtual meet.

This webinar was presented by nationally recognized Attorney Heather Jarvis. She discussed recent changes to the Public Service Student Loan Forgiveness Program.

TOPICS DISCUSSED:

• Public Service Student Loan Forgiveness Program.

• Recent changes to the program.

• Interact with Heather through a personalized question and answer format addressing individual and common concerns.

Financial Planning Retirement Workshop for Connetquot Central School District

TOPICS TO BE DISCUSSED:

• Choosing a retirement option for NYSTRS.

• Understanding your in-service death benefit.

• Prior service and out of state service, unused sick days.

• Employer-sponsored non-elective and elective 403(B) plans.

• Why financial planning and income planning is critical in retirement.

• Social Security Information, Long Term Care Planning.

• Understanding all pension tiers, and member benefit calculations.

Financial Planning Retirement Workshop for ESSAA (The Empire State Supervisors and Administrators Association (ESSAA)

The program will be held at Tarrytown, Westchester Marriot NY.

TOPICS TO BE DISCUSSED:

• Choosing a retirement option for NYSTRS.

• Understanding your in-service death benefit.

• Prior service and out of state service, unused sick days.

• Employer-sponsored non-elective and elective 403(B) plans.

• Why financial planning is critical in retirement.

• Understanding all pension tiers, and member benefit calculations.

CAS RETIREMENT WORKSHOP WEBINAR

The program ran from 5:00 p.m. until 7:00 p.m. via GOTOMETING virtual meet.

CAS will continue to sponsor Financial Literacy workshops for our members focused on Retirement, College Planning, Social Security, and tax shelter programs commonly offered by school districts to administrative employees such as the Roth IRA, various 403(B) and 457 plans.

TOPICS TO BE DISCUSSED:

• Topics discussed included choosing a retirement option.

• Understanding your in-service death benefit.

• Prior service and out of state service, unused sick days.

• Employer-sponsored non-elective and elective 403(B) plans.

• Understanding all pension tiers, and member benefit calculations.

FINANCIAL FITNESS IN A POST PANDEMIC WORLD

This workshop will discuss financial planning, asset allocation and investing in a post pandemic world. Also to be discussed are forth coming and proposed changes affecting retirement plans, estate planning and trusts.

TOPICS TO BE DISCUSSED:

• Income investing in a low interest rate world, and the role of bonds.

• Your investment philosophy & why it matters.

• Dividends in your portfolio.

• How to effectively battle inflation, is gold the answer?

• The Secure Act and your retirement accounts.

• Estate planning, what you need to know now.