Workshop Overview

We offer complimentary informational workshops throughout the year:

Retired Teacher Financial Planning Workshop
Our workshop provides the retired teacher with the facts needed to ensure that your retirement plan is based on up-to-date information. Some topics to be covered: 

  • What happens to your pension plan N, C, or D, as well as your or your spouse's social security benefit should you pass away
  • Addressing the concerns of running out of money in retirement
  • Review of TRB-sponsored Medicare and the basics of estate planning 

 

State Employee Retirement Workshop
Our workshop will walk Tier I and Tier II employees through the State Employee Retirement System step-by-step. Some topics to be covered: 

  • Explanation of SERS (Tier I, II, and IIA) pension plans and survivor options
  • Review of health insurance and Medicare options
  • Coordinating the SERS retirement and spousal retirement benefits

 

Teacher Retirement Workshop
Our workshop walks current educators through the Teacher Retirement System step-by-step. Some topics to be covered:

  • Explanation of CT TRB pension plans and survivor options
  • Review of health insurance and Medicare options
  • Your pension's effect on your social security benefits 

 

Please go to the Workshops Schedule page to see the location and dates for each workshop.