Pre-Retirement Workshops

Pre-Retirement Workshop for Educators

Dear Educators,

We cordially invite educators who are planning to retire in the near future to attend one of our Pre-Retirement Workshops.

For over 22 years, our programs have assisted thousands to begin planning for a secure and stable retirement. Retirement planning involves knowing not only when to retire but also how to maximize your benefits. These webinars/workshops will provide you with the information and resources you need to map out your retirement plan.

We will help you to determine the following:

  • When is the best time to retire to maximize your retirement benefits?
  • Will I be able to maintain my current lifestyle throughout my retirement?
  • What are the early incentive programs offered throughout the state?     
  • Understanding the funding of the State of Connecticut Teachers’    Retirement Pension.
  • Should I retire under Plan N,C, or D, and how do I evaluate each plan?
  • What is and what should I do with my Supplemental 1% account?
  • Should I purchase additional service?  What will it cost?  What are the current rules governing such a purchase?
  • What is COLA?  How is COLA calculated?  Can an early or delayed retirement affect my COLA? 
  • Understanding the differences between a 403(b), TSA and 457.
  • Will I be entitled to receive Social Security?  How will my pension affect this benefit? 
  • What are the best health insurance options available for me and my family upon retirement?  Can I afford it?
  • Am I eligible to be covered under Medicare?  What are my options thru my Board of Education if I am not covered under Medicare?
  • What are the potential risks and benefits to investing in bonds?

Our programs are offered at no cost, no obligation.


We look forward to your attendance! 

Workshop Notification 

If you would like to be notified when a new workshop

schedule is available, please click here:

​Workshop Notification ​ 

 Schedule a Consultation

If you would like to schedule a complimentary consultation with a financial

consultant to discuss your individual questions and retirement concerns, please click here:

​Schedule a Consultation​