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,

Due to the unusual circumstances involving COVID-19, we are postponing the Spring Pre-Retirement workshops. We will be rescheduling the workshops and will notify those registered promptly once new dates and locations are confirmed.   In the meantime, we will be offering several Pre-Retirement Webinars. Please click the link below if you are interested.

With 21 years of experience conducting teacher workshops, we understand the importance of attending one of our informational workshops, as many of you are considering retirement in the next year or two. For the educators in this situation, we are offering a complimentary consultation with one of our seven financial consultants to review your plan and help you make good decisions on your retirement.

Lastly, we are deeply committed to the teacher community and with a client base of over 2,000 families, primarily educators, we understand the importance of planning and a proper, well-diversified, goal-based age-appropriate portfolio. 


Pre-Retirement Workshop Webinar

Thursday, August 13th, 2020 - 4:00 pm - 6:00 pm


​Register for Webinar​ 


Workshop Notification 

If you would like to be notified when a new workshop

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​