FINANCIAL WELLNESS WORKSHOP

On The Road To Retirement

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DURATION

60 - 90 Minutes

PRESENTATION FORMAT

Available In Person or Virtualy

COST

No Cost

About This Workshop

On the Road to Retirement - Preparing Today for the Retirement You Envision Tomorrow.

Retirement is one of the most significant financial transitions you’ll experience, and the decisions you make before leaving the workforce can have a lasting impact on your financial future.

Designed specifically for Pennsylvania public school employees, this educational workshop explores the key financial topics every educator should understand before retiring. We’ll discuss retirement income planning, budgeting, inflation, Social Security, healthcare costs, PSERS pension considerations, and other important decisions that can help you prepare for retirement with greater confidence.

Whether retirement is just around the corner or still several years away, this workshop will provide practical information to help you better understand your options and prepare for the road ahead.

What You’ll Learn

During this educational worskshop, you’ll gain a better understanding of:

✓ Retirement income planning
✓ Creating a retirement budget
✓ The effects of inflation
✓ Social Security Benefits and claiming considerations

✓ Understanding your PSERS benefits
✓ Healthcare and long-term planning
✓ Retirement saving strategies
✓ Preparing for life’s next chapter

Who Should Attend?

This workshop is designed for Pennsylvania public school employees at various stages of retirement planning.

Pennsylvania Public School Employees

Educators and school employees looking to better understand their retirement options.

PSEA Members

Members who want retirement planning information tailored to public education employees.

Approaching Retirement

Better understand your PSERS benefit and the financial considerations that may become more important as retirement approaches.

Beginning to Plan

Those starting to think about retirement and wondering where to begin.

Understanding the Process

Anyone looking for a clearer picture of the retirement planning process and how the pieces fit together.

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Ready to Schedule a Workshop

Bring financial education directly to your school or organization.