Workshop Descriptions
Workshops delivered exclusively by Kades-Margolis Corporation
PSEA Member Benefits
There are many benefits to being a PSEA member, and one of them is that your membership can save you money – maybe a lot of money! The PSEA Member Benefits program offers you thousands of discount and savings opportunities including mortgages, insurances, credit cards, discount restaurant and movie tickets, and so much more. In this workshop, you will learn about these programs exclusively available to you and your family, and how to obtain more information.
ACT 5
Join us as we discuss the most recent pension legislation, known as “ACT 5.” During this session, we will explain the new options available to new AND existing PSERS members, and how these changes might impact you and your plans for retirement.
How to Retire from Public Education (Pre-Retirement)
If you’re considering retirement now, or plan to retire in the near future, this valuable workshop is for you. You’ll learn the necessary steps to make informed decisions about your retirement options. This workshop covers topics such as personal savings & investing, pension options, and Social Security benefits.
Saver’s Credit
The Saver’s Credit gives a special tax break to many low and moderate-income taxpayers who are saving for retirement. Join us as we detail the eligibility requirements and potential savings if you qualify for this special credit.
EDUCATION - VIDEOS - CALCULATORS
Kades-Margolis is a member of the U.S. Retirement and Benefit Partners (USRBP) family of companies. USRBP provides a suite of financial wellness tools that may be helpful to you. However, please note that you are leaving the Kades-Margolis Corporate website. The information on the external website is being provided as a courtesy to you. By clicking "I understand" below, you understand that Kades-Margolis nor GWN Securities make any representation as to the completeness or accuracy of information provided on any external websites.
