Our Workshop for Educators

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

For more than 22 years, our programs have guided thousands to begin planning for a secure and stable retirement. Proper 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 my Supplemental 1% Account and what should I do with it?
  • 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 plans
  • Will I be entitled to receive Social Security? How will my pension affect this benefit?
  • What are the best health insurance options available to me and my family upon retirement? Can I afford it?
  • Am I eligible to be covered under Medicare? If I am not covered under Medicare, what are my options through my Board of Education?
  • What are the potential risks and benefits of investing in bonds?

You Need an Advisor with the Heart of a Teacher

We often take on the role of teacher and work with our clients to help educate them on the appropriate strategies that are available to them, so they can make more informed financial decisions. Register to attend our upcoming Educators’ Workshops.


summer 2023




Our programs are offered at no cost, and with no obligation. We look forward to your attendance!

Our Workshop Calendar

Tuesday, July 9th

12:00 pm – 2:30 pm
ELWM Cheshire Conf. Center,
20 Realty Drive, Cheshire, CT
Lunch served!


Saturday, July 13th

8:30 am – 11:00 am
ELWM Southport Conf. Center
2960 Post Road, Ste 3A, Southport, CT
Breakfast served!


Wednesday, July 17th

4:00 pm - 6;30 pm
ELWM Cheshire Conf. Center
20 Realty Drive, Cheshire, CT
Dinner served!


Thursday, July 25th

4:00 pm - 6:30 pm
ELWM Southport Conf. Center 
2960 Post Road, Ste 3A, Southport, CT
Dinner served!

Saturday, July 27th

8:30 am - 11:30 am
EAWM Cheshire Conf. Center
20 Realty Drive, Cheshire, CT
Breakfast served!



Thursday, August 1st

12:00 pm - 2:30 pm
ELWM Cheshire Conf. Center
20 Realty Drive, Cheshire, CT
Lunch served!