
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.
Come find out why so many Oklahoma Educators have depended on our experience to guide this process.
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
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
SAVE THE DATE
Thursday January 30, 2020 10:00am - 12:00pm
Southern Nazarene University, Tulsa
8210 East Regal Court, Classroom 102 Tulsa, OK 74133
Reception to Follow with Lunch Provided
REGISTRATION
Please RSVP | Contact: erin@ccosa.org
Attendees of this seminar and other seminars should always take the time to research the firm and its financial advisers as wells as the products being offered before opening an account or making a purchase. The Securities and Exchange Commission (SEC), FINRA, and State Regulators makes a variety of tools available to investors to assist them in understanding investment products and investigating a broker or other financial professional before investing. The presenter of this information is a registered representative of GWN Securities, Inc. and/or independent insurance agent. The presenter of this invitation as well as the information presented at the seminar is not related to, endorsed by nor connected with and not approved by any Government Agency or organization. Although the seminar is providing information of value to consumers, the seminar is a solicitation for investment products.
Date and Time
Fri, May 29, 2020
10:00a - 12:00p PST