Retirement Seminars

Big image

Special Seminar for PSEA Members

Poway School Employees Association Presents:

Understanding Your CalPERS Retirement System, Marc Houle, Presenter

Marc will lead a discussion that will provide answers to all of the following questions:

  • How can I figure out the size of my retirement check at any point in the future that I choose to retire? For that matter, when am I even eligible to retire?
  • What can I do to protect my spouse/significant other via CalPERS in my retirement years?
  • I hear that many members are buying service credit or “air time.” Does this make sense for me?
  • How do I figure out if buying back years of service makes sense for me?
  • How may I use the CalPERS website as a tool to answer these question and more as they arise during my career?
  • How may I receive a retirement calculation personalized for me from CalPERS?
  • How will I use my personal retirement 403(b) funds?
  • How do I manage the paperwork in the retirement process?
  • What is my PUSD retiree health care benefit?

Next Presentation: Saturday, May 14, 2022

9 AM to 11 AM 

PSEA Office
12245 World Trade Drive, Suite H
San Diego, CA 92129
(858) 842-4980

Please see the below link on how to register for this class.

5-14-2022 CalPERS Saturday Seminar


Representative is registered with and offers only securities and advisory services through PlanMember Securities Corporation, registered broker/dealer, investment advisor and member of FINRA/SIPC. 6187 Carpinteria Ave., Carpinteria, CA 93013. (800) 874.6910. Marc Houle and PlanMember Securities are independently owned and operated. PlanMember is not responsible or liable for ancillary products or services offered by Marc Houle. California Insurance License Number 0638340

Share this:Share on facebook
Share on twitter