In this meeting, you’ll learn about your potential retirement income from STRS/PERS between ages 55 and 70, how long you may need to work for full benefits, and strategies to maximize your pension, including guidance on your district-sponsored 403(b) options.

Please have your Years of Service, target retirement age, current salary, and date of birth (DOB) ready. If possible, include this information on the second page of the form to help us prepare in advance

this is an indepth consutation so you should block off at least an hour

No, this consultation is completely free to you. It’s an opportunity for you to gain insights into your retirement benefits without any obligation.

We offer both in-person and virtual meeting options, allowing you to choose whichever is most convenient.

Whether you’re a few years away or just starting to plan, understanding your benefits early can help you make the most of them and strategize effectively for the future.

Yes, we’ll explore options for maximizing your retirement income by optimizing your pension and 403(b) contributions.