A special information packed workshop for those considering retirement in the near future!
This annual retirement workshop will give you the necessary tools to make informed decisions about your journey to and beyond retirement. By attending you will gain an understanding of your complex options in a clear, concise and interactive format. The choice to retire can be daunting. Come find out why so many Oklahoma Educators have depended on our experience to guide this process.
OK TEACHER’S RETIREMENT SYSTEM
DETAILED ANALYSIS OF PENSION OPTIONS
SPOUSAL AND BENEFICIARY CHOICES
EESIP (WEAR AWAY) & SALARY CAPS
DELAYED RETIREMENT CREDITS
RESTRICTING TO SPOUSAL RECORD
EARNINGS LIMITS & TAXATION OF BENEFITS
REGULATIONS, INCOME & LEGACY PLANNING
ASSET ALLOCATION & RISK ANALYSIS
Richard J. Collins - Financial Advisor - www.horizonok.net
Securities & Registered Investment Advisory Services offered through GWN Securities, Inc., 11440 N. Jog Road, Palm Beach Gardens, FL 33418 Member FINRA & SIPC. Horizon Financial, GWN Securities, Inc., and OkACTE are non-affiliated companies.