Virtual Oregon PERS Retirement Planning Seminar
22
Feb
Virtual Oregon PERS Retirement Planning Seminar
Description
A virtual version of the PERS Seminar that will include information on how the Oregon PERS System works for employees, information on Individual Account Program (IAP) distributions and investment options, how Tier 1 and Tier 2 employees are affected by new legislation, and detailed information on the different retirement options offered through PERS with a discussion on the pros and cons for each situation. This will also include the process to apply for retirement estimates and benefits for those looking to retire in the near future.
The seminar will take place on Zoom on Wednesday, February 22nd at 6:00 PM.
We will also be discussing Social Security and 403(b) retirement options and how they correlate with the PERS System. This seminar is ideally suited for employees 10 years or less from retirement, but will provide valuable information for those who are also looking to learn about their benefits in general.
The seminar will be presented by Skylar Koon, a licensed fiduciary Investment Advisor Representative with Cetera Investors located in Beaverton, Oregon. Skylar has been working with clients and employees within the Hillsboro School District, as well as districts statewide, for over a decade helping them to create financial plans that incorporate strategies to maximize the benefits from their PERS retirement while also taking into account entire household and spousal assets in order to successfully navigate the road to retirement and beyond.
If you know someone who can benefit from attending, please feel free to forward this invite on!
**Once you have registered, you will receive a confirmation email that will include the Zoom link for the event, so please make sure you have received that email after registering. If you do not see it in your main inbox, please check your spam folder**
Please note that this event will not be recorded so attendance will be required. If you can not attend but would like to schedule a one-on-one time to have questions answered, please submit an inquiry below or feel free to schedule a time using the following link:
The seminar will take place on Zoom on Wednesday, February 22nd at 6:00 PM.
We will also be discussing Social Security and 403(b) retirement options and how they correlate with the PERS System. This seminar is ideally suited for employees 10 years or less from retirement, but will provide valuable information for those who are also looking to learn about their benefits in general.
The seminar will be presented by Skylar Koon, a licensed fiduciary Investment Advisor Representative with Cetera Investors located in Beaverton, Oregon. Skylar has been working with clients and employees within the Hillsboro School District, as well as districts statewide, for over a decade helping them to create financial plans that incorporate strategies to maximize the benefits from their PERS retirement while also taking into account entire household and spousal assets in order to successfully navigate the road to retirement and beyond.
If you know someone who can benefit from attending, please feel free to forward this invite on!
**Once you have registered, you will receive a confirmation email that will include the Zoom link for the event, so please make sure you have received that email after registering. If you do not see it in your main inbox, please check your spam folder**
Please note that this event will not be recorded so attendance will be required. If you can not attend but would like to schedule a one-on-one time to have questions answered, please submit an inquiry below or feel free to schedule a time using the following link:
Date and Time
Wed, February 22, 2023
6:00p - 7:30p PST