Seminars Detailed Descriptions, Schedules & Registration There are currently two seminar titles available for PERS members. Below is a description of each topic as well as the suggested audience for each program. Please contact us if you would like to discuss tailoring these programs to meet the needs of your organization. The Financial Planning workshops are free of charge for all PERS members and their spouse/partner. 1 Year Financial Planning PERS Presentation An ideal workshop for those within a year of retirement. [ SCHEDULE ]      [ REGISTRATION ] This workshop walks PERS members through a five-step retirement strategy process. The emphasis is on lifestyle changes as well as changing income and expense needs that today's retiree may face over twenty or thirty years of retirement. Participants will learn about: Coordinating retirement with PERS benefits Protecting your money and assets Retirement investment strategies Conserving your estate for your heirs Offsetting the effects of taxes and inflation Calculating the cost of retirement Social Security and Medicare benefits All attendees receive an interactive workbook with exercises and worksheets to help them apply what they learn. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5 Year Financial Planning/PERS Presentation A workshop designed for PERS members one to five years from retirement. [ SCHEDULE ]      [ REGISTRATION ] This presentation covers all areas of pre-retirement planning with emphasis on investment strategies, retirement planning, and estate planning. Attendees will learn about proven strategies that can help: Reduce your debt and increase your cash flow Cut your taxes and increase your disposable income Choose investments that can help fight the effects of inflation Protect your property and assets from risk Calculate how much money you'll need to retire Conserve your estate and leave more to your heirs All attendees will receive a 48-page, full-color workbook filled with important financial information, exercises and worksheets. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . #39451