Pre-Retirement Preparation Planning for Success the Right Way

Jan 22, 2020 4:30pm
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Retirement is a word we have heard forever. Nearing retirement makes the meaning of that word become much more real -- and scary! How will you maximize pension and Social Security benefits for you and your family, fund rising healthcare costs, deal with the destructive power of inflation and taxes as well as stock market ups and downs throughout retirement? You will discover exactly what Retirement Income Planning is all about and what it can look like for you. The retirement process does not have to be scary!

Among other valuable resources, a personalized Pension Benefits Worksheet, Retirement Planning Checklist, a 20-page Retirement Roadmap Workbook as well as a comprehensive 16-page Social Security handbook will be provided to the first 25 registered participants.

This event is designed for all TRS, SERS and PERS Plan 3 members and their spouses who are at least age 50 or are looking to retire in the next 10 years.

NOTE: This course is open only to WEA members.


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Location Details

3049 S. 36th St., Suite 300
Tacoma, WA 98409

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