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UESF News
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Free Financial Workshops for UESF Members
February-May, 2009
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. This spring 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.
Workshops:
New IRS 403(b)-TSA Regulations
Thursday, February 19, 2009
(Workshop for newer teachers)* 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 plan403(b) Plans and Retirement Security
Thursday, March 19, 2009* Different Types of Plans
* Investment Options
* New Roth-403(b) Plans
* Alternative Plans - Roth-IRA, 457 plans
* Customizing your Pension Plan
* Major 403(b) Regulation Changes in 2007Getting Ready to Retire – For Teachers Retiring This Summer
Thursday, April 23, 2009* Choosing an STRS Option
* Pension Maximization
* Learning about Income Options
* Rebalancing Investments
* Using the Partial Lump-Sum Benefit and DBS Account
* Long-Term Care InsuranceSTRS Workshop
Thursday, May 14, 2009* STRS Formula and NEW Options
* DBS Account and Partial Lump-Sum Option
* Disability A & B
* Survivor Insurance
* Inflation Protection
* Defined Benefit vs. Defined Contribution Plans
