Pre-Retirement Workshops


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


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


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

​Register for Workshop​


Workshop Notification 

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schedule is available, please click here:

​Workshop Notification ​ 


 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:

​Schedule a Consultation​