|
UESF News
|
|
Free Financial Workshops for UESF Members
September–December 2008This Fall Mosher Financial will conduct a series of financial workshops, designed to educate UESF members about various aspects of financial planning and new retirement regulations. Workshops are free and everyone is welcome.
All workshops will be from 4:30 PM to 6:00 PM, at the UESF office (2310 Mason St. [map]).
To RSVP for the workshops, contact Nathan at 510-547-8121 x12 or email nathan@mosherfinancial.com.
Free Financial Advice – Tuesdays this school year from 3:30-5:30 p.m. at the UESF office. Contact Nathan at 510-547-8121 x12 or email nathan@mosherfinancial.com to make an appointment
Workshops
Getting Started
Thursday, September 18, 2008
(Workshop for newer teachers)* Investing 101 (Annuities, Mutual Funds, Stocks and Bonds)
* 403(b) plans
* Investment Choices
* Asset Accumulation Techniques
* Saving for Retirement and Planning Ahead
New IRS 403(b)-TSA Regulations
Thursday, October 23, 2008* Impact on current and retired employees
* Employer’s role in monitoring your accounts
* Changes and exclusions in rollovers and transfers
* Different types of plans
* Investment options
* New Roth-403(b) plans
* Customizing your pension plan
CalSTRS Workshop
Thursday, November 13, 2008* CalSTRS Formula and retirement Options
* DBS Account and Partial Lump-Sum Option
* CalSTRS and Social Security
* Inflation protection
* Supplementing your CalSTRS benefits
* Pension maximization
Planning for Retirement
Thursday, December 18, 2008* Rebalancing investments
* Pension maximization
* Choosing retirement income options
* Long-Term Care Insurance
