Maximizing Plan 3 Benefits ~ Leveraging Plan 3 Advantages

Mar 17, 2021 4:15pm - 4:55pm
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Financial Planning Seminar presented by Ken Behm:

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During uncertain times, encouragement and support can really help! Mindful planning leads to strategies that work. Come learn how to leverage your Plan 3 Benefits and make your plan work for you. Each qualifying member has a monthly pension benefit and an investment pool. Very often things are set-up when joining Plan 3 and never revisited until retirement and some choices are irrevocable. Clearly this can be problematic! Among other valuable resources, a personalized Pension Benefits Worksheet and a 20-page Retirement Roadmap Workbook will be provided to the first 25 registered guests. This event is designed for all TRS, SERS and PERS Plan 3 members and their spouse.

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