Pre-Retirement Workshops

fall invite 2020














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 21 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.


Pre-Retirement Webinars and Workshops


Wednesday, September 23rd, 2020 - 4:00 pm - 6:00 pm - WEBINAR

Tuesday, October 6th, 2020 - 4:00 pm - 6:00 pm - WEBINAR

Thursday, October 29th, 2020 - 4:00 pm - 6:00 pm - WEBINAR


Saturday, October 10th, from 8:30am - 11:30 am - IN PERSON WORKSHOP

Hilton Garden Inn Glastonbury, CT
85 Glastonbury Boulevard
Glastonbury | CT | 06033
Breakfast will be served.

​Register for Webinar/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​