Events

Events

Retirement Workshop 2017

Your Journey our Commitment

A special information packed luncheon for those considering retirement in the near future!

This annual retirement workshop will give you the necessary tools to make informed decisions about your journey to and beyond retirement. By attending you will gain an understanding of your complex options in a clear, concise and interactive format. The choice to retire can be daunting. Come find out why so many Oklahoma Educators have depended on our experience to guide this process.

Join us for lunch and new content on these relevant topics...
  • Oklahoma Teacher's Retirement System
  • Detailed Analysis of Pension Options
  • Spousal and Beneficiary Choices
  • EESIP (Wear Away) & Salary Caps
  • Social Security
  • Delayed Retirement Credits
  • Restricting to Spousal Record
  • Earnings Limits & Taxation of Benefits
  • Retirement Accounts
  • Regulations, Income & Legacy Planning
  • Asset Allocation & Risk Analysis

Securities & Registered Investment Advisory Services offered through GWN Securities, Inc., 11440 N. Jog Road, Palm Beach Gardens, FL 33418 Member FINRA & SIPC. Horizon Financial, GWN Securities, and CCOSA are non-affiliated companies.

Event Information

Retirement Workshop 2017
 
February 01, 2017    10:30am - 1:00pm
Southern Nazarene University, Tulsa, Tulsa
8210 East Regal Court, Classroom 102

February 02, 2017    10:30am - 1:00pm
CCOSA Office, Oklahoma City
2901 North Lincoln Boulevard,

 

Please download and print all files for review.

» View Retirement Workshop Flyer (1481911854.pdf)