2021 Retirement Planning Webinars set for May 11, 13

Thinking about retirement? You're not alone and PAISBOA is here to help! We will once again present two exclusive programs designed to help you effectively plan for your retirement. If you've been wondering what you might need to consider, please take advantage of our PLANNING FOR RETIREMENT series.

Sponsored in part by TIAA, PAISBOA annually hosts two sessions for all employees of our member schools.

For more information, download our PRINTABLE FLYER for distribution to your employees.

This year's sessions will take place on Tuesday, May 11 and Thursday, May 13. Please note the times and registration links below, and choose the program that fits your schedule!

Each session will last approximately 90 minutes.

AGENDA

Webinar attendees will learn about important aspects of Retirement Planning from a panel of professionals, who will discuss various topics of interest, including Estates and TrustsSocial SecurityMedicare, and more! Our guest speakers include:

ESTATES AND TRUSTS
David Conver
Attorney
Dischell Bartle & Dooley
SOCIAL SECURITY
Grant Holdren
Partner
Allied Financial Consultants
MEDICARE
Bernice McFadden

Independent Consultant
Bachmeier, Gudis & Associates

 

These FREE sessions are designed for all interested employees of PAISBOA member schools.

For more information, please contact Ron Hill at [email protected] or call 215-435-1355.