Events

Events

A SPECIAL INFORMATION PACKED WORKSHOP 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.

Sessions and Locations
Wednesday January 29, 2020 10:00am - 12:00pm CCOSA Office | 2901 North Lincoln Boulevard, OKC, OK 73105

Thursday January 30, 2020 10:00am - 12:00pm Southern Nazarene University, Tulsa 8210 East Regal Court, Classroom 102 Tulsa, OK 74133

Learn About:

  • OK 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

Event Information

Horizon Retirement Workshop
erin@ccosa.org
 

There are no documents available for this event.