Pre-Retirement Workshops

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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.

 

Fall Series


Pre-Retirement Zoom Webinars 

Saturday, October 23rd, 8:30 am - 10:30 am

 

Pre-Retirement In-person Workshops 

Glastonbury

Saturday, October 2nd, 8:30 am - 11:30 am

Glastonbury Hilton Garden Inn

85 Glastonbury Blvd.

Glastonbury, CT 06033

 

Trumbull

Saturday, October 2nd, 8:30 am - 11:30 am

Trumbull Marriott Shelton

180 Hawley Lane

Trumbull, CT 06611

 

Cheshire

Saturday, October 9th, 8:30 am - 11:30 am

Saturday, October 16th, 8:30 am - 11:30 am

Saturday, November 13th, 8:30 am - 11:30 am

Egidio Assante Lennon Wealth Management LLC.

20 Realty Drive

Cheshire, CT 06410

 

​Register for Webinar/Workshop​

 

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​