Anna Pomykala from Cetera Investors will be hosting a PERS Seminar on November 12 in Building 4, Room 106 at 12 p.m.
During this seminar, we will cover:
- Tier I, II & OPRSP eligibility for retirement
- How your pension is calculated and your beneficiary options
- The IAP account and its distribution options at retirement
- What is EPSA?
- Estimate request
- Review an actual estimate from PERS
- Time frames: when to retire, submit PERS application and receive your first benefit check
- A brief overview of retirement planning preparations – how to coordinate your health insurance, PERS pension, Social Security benefits and IRAs/403b/Annuities to make sure you have no gaps in your income stream
After the seminar, Anna will be available for in-person consultations on campus, at her office, and via Zoom to accommodate as many folks as needed. She can help complete the retirement application, submit it on your behalf, and assist with other topics related to your retirement planning. Please RSVP in advance so that she can have an informational packet for you. If you cannot make the seminar, please email her to consider an alternative plan. Anna is looking forward to seeing you in person on November 12 at 12 p.m.!
Resource: RSVP Here (email Anna) | Contact: Katie Rascon