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01 Aug
OK Summit 2021 – Retirement Workshop

Description

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.


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

Date and Time

Sun, Aug 01, 2021

3:00p - 4:00p CST

Location

One Broadway Room, Downtown Sheraton

PT1H
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