“Pension Plan Overview and Retirement Preparation”

Wednesday, October 2, 2019 | 5:00 – 7:00 pm

Location:       WEA Kennewick Office

Address:        7403 W. Grandridge Blvd

                        Kennewick WA 99336

Presented by: 

Sean Compton, CFP

Seth Compton, CFP

VALIC Financial Advisors, Inc.

Do you have questions about your Washington State pension plan or need assistance in determining if you are on track to retire when you want to?  If you would like to know how all the parts and pieces of successful retirement planning fit together including understanding your DRS pension plan, Social Security, and health care options, sign up for this free member benefit workshop designed to address these and other important questions wherever you are in your career.

The seminar will help you understand your Washington State pension plan, identify your retirement goals, take advantage of your funding sources and account for the effects of taxes and inflation in retirement.  Key information will be provided so you are able to make informed decisions about the options available to you as well as address other important decisions you will need to make that will assist you in the planning process.

Key topics include:

• TRS and SERS Plan 2 and Plan 3
• 403(b) and 457(b)
• Social Security
• Retirement Health Care Options (Medicare, PEBB, VEBA)
• Retirement income strategies and planning checklists

Informational sheets provided

You can register for this seminar online at:

https://my.valic.com/seminarregistration/availableseminars.aspx?regcode=WEAKEN11AP