May 8th, Financial Planning Seminar

PAT will be hosting a Retirement/Financial Planning seminar on Monday, May 8 from 4:30-6:00pm, at the PAT office. This seminar is about investment options for educators, and will be led by veteran financial advisor Ed Foster. Topics for this seminar include:

  • Brief overview of your PERS/OPSRP plan
  • The IAP account and investment options
  • How investments work generally
  • What happens if (or when) the market goes down
  • Setting up a 403b (how and why)
  • How much money you need to retire

RSVP here. (A light dinner will be provided.)

(*This retirement seminar is a benefit of PAT membership, and only available for PAT members. Not a member yet? Join here!)