Pre-Retirement Workshops

Fall Pre-Retirement Workshops

Dear Teachers and Administrators:

We cordially invite educators who are planning to retire in the near future to attend our PRE-RETIREMENT WORKSHOP. Our workshops are specifically tailored for teachers and administrators. For more than 15 years, our programs have assisted thousands to begin planning for a secure and stable retirement. Retirement planning does not only involve knowing when to retire but how to maximize your benefits. This workshop will provide you with the information and resources you need to map out your retirement plan.

Spouses are encouraged to attend.

MERIDEN
Saturday, September 16th
9:00 am - 12:00 pm
AFT Union
Wilcox Tech High School
298 Oregon Road
Meriden, CT 06451
(Breakfast Included)
AFT MEMBERS ONLY

NEW HAVEN
Saturday, October 7th
8:30 am – 11:30 am
New Haven Lawn Club
193 Whitney Avenue
New Haven, CT 06511
(Breakfast Included)
 

AVON
Saturday, October 28th
8:30 am – 11:30 am
Avon Old Farms Hotel
279 Avon Mountain Road
Avon, CT 06001
(Breakfast Included)
 

MIDDLEBURY
Saturday, September 23rd
9:00 am - 12:00 pm
Waterbury CT Federal
Teachers Credit Union
733 Straits Turnpike
Middlebury, CT 06762
(Breakfast Included)
CREDIT UNION MEMBERS ONLY

CHESHIRE
Tuesday, October 17th
4:00 pm - 7:00 pm
Egidio Assante
Wealth Management, LLC
20 Realty Drive
Cheshire, CT 06410
(Dinner Included)

MIDDLEBURY
Saturday, November 4th
9:00 am - 12:00 pm
Waterbury CT Federal
Teachers Credit Union
733 Straits Turnpike
Middlebury, CT 06762
(Breakfast Included)
CREDIT UNION MEMBERS ONLY

WESTBROOK
Saturday, September 30th
8:30 am – 11:30 am
Water’s Edge Resort
1525 Boston Post Road
Westbrook, CT 06498
(Breakfast Included)

 

DANBURY
Saturday, October 21st
8:30 am – 11:30 am
Danbury Ethan Allen Inn
21 Lake Ave Ext,
Danbury, CT 06811
(Breakfast Included)
 

WESTPORT
Saturday, November 4th
8:30 am- 11:30 am
The Westport Inn
1595 Post Road East
Westport, CT 06880
(Breakfast Included)
 

MIDDLETOWN
Saturday, September 30th
8:30 am – 11:30 am
The Inn at Middletown
70 Main Street
Middletown, CT 06457
(Breakfast Included)

 

TRUMBULL
Saturday, October 28th
8:30 am – 11:30 am
Trumbull Marriott
Merritt Parkway
180 Hawley Lane
Trumbull, CT 06611
(Breakfast Included)

CHESHIRE
Wednesday, November 8th
4:00 pm- 7:00 pm
Egidio Assante
Wealth Management, LLC
20 Realty Drive
Cheshire, CT 06410
(Dinner Included)
 

REGISTRATION

http://site31.cfn.acsitefactory.com/sites/g/files/awx986/f/images/phone-icon_1468504481.jpgCall TOLL-FREE at (877) 567-0290

http://site31.cfn.acsitefactory.com/sites/g/files/awx986/f/images/email-icon_1468504481.jpgE-mail Joanne Daley at jdaley@eawm20.com 

http://site31.cfn.acsitefactory.com/sites/g/files/awx986/f/images/computer-icon_1468504481.jpg Register here!


About the speakers
The programs will be conducted by Mark Egidio and his esteemed associates of Egidio Assante Wealth Management, LLC. Their specialty is retirement and estate planning for educators in the Connecticut system.  Our goal is to navigate you through the CTRB process and provide you with a stategy for Planning a Lifetime of Financial Security


Prior series have been fully attended and seating is limited. If you plan to attend, please e-mail Joanne Daley at jdaley@eawm20.com or call us toll-free at (877) 567-0290. You will receive an email confirmation and we will provide directions to the event.

Our program is complimentary and will cover the following topics:

  • When is the best time to retire to maximize my 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.
  • The pros and cons of contributing to a Voluntary Account—should I take it in an annuity or in a lump sum?
  • 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), a TSA, and a 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 through my Board of Education if I am not covered under Medicare?
  • What are the potential risks and benefits to investing in bonds?

We look forward to answering the above questions as well as addressing all your concerns.

We look forward to your attendance.

Mark Egidio
President