We will help you to determine the following:
- When is the best time to retire to maximize your retirement benefits?
- Will I be able to maintain my current lifestyle throughout my retirement?
- What are the early incentive programs offered throughout the state?
- Understanding the funding of the State of Connecticut Teachers’ Retirement Pension.
- Should I retire under Plan N,C, or D, and how do I evaluate each plan?
- What is and what should I do with my Supplemental 1% account?
- Should I purchase additional service? What will it cost? What are the current rules governing such a purchase?
- What is COLA? How is COLA calculated? Can an early or delayed retirement affect my COLA?
- Understanding the differences between a 403(b), TSA and 457.
- Will I be entitled to receive Social Security? How will my pension affect this benefit?
- What are the best health insurance options available for me and my family upon retirement? Can I afford it?
- Am I eligible to be covered under Medicare? What are my options thru my Board of Education if I am not covered under Medicare?
- What are the potential risks and benefits to investing in bonds?
Our programs are offered at no cost, no obligation.
We look forward to your attendance!
Pre-Retirement Workshop for Educators
Dear Educators,
We cordially invite educators who are planning to retire in the near future to attend one of our Pre-Retirement Webinars/Workshops.
For over 22 years, our programs have assisted thousands to begin planning for a secure and stable retirement. Retirement planning involves knowing not only when to retire but also how to maximize your benefits. These webinars/workshops will provide you with the information and resources you need to map out your retirement plan.
Summer 2022 Series
In-Person Workshops
CHESHIRE
Wednesday, July 13th 4:00 pm - 6:30pm FULL
Wednesday, July 27th 12:00 pm - 2:30pm FULL
Wednesday, August 10th 12:00 pm - 2:30 pm (Lunch served)
Egidio Assante Lennon Wealth Management Conference Room
20 Realty Drive
Cheshire, CT 06410
SOUTHPORT
Tuesday, July 12th 12:00pm - 2:30 pm (Lunch served)
Wednesday, July 20th 12:00pm - 2:30 pm (Lunch served)
Egidio Assante Lennon Wealth Management Conference Room
2960 Post Road, Suite 3A
Southport, CT 06890
Workshop Notification
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Schedule a Consultation
If you would like to schedule a complimentary consultation with a financial
consultant to discuss your individual questions and retirement concerns, please click here: