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OkACTE 2017 Retirement Workshop

Richard Collins

Tuesday, January 24, 2017 from 5:00 PM to 7:00 PM (CST)

OkACTE 2017 Retirement Workshop

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Type End Quantity
OkACTE 2017 Retirement Workshop Jan 20, 2017 Free  

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Event Details

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. 

 

Workshop Topics

OK TEACHER’S RETIREMENT SYSTEM

DETAILED ANALYSIS OF PENSION OPTIONS

SPOUSAL AND BENEFICIARY CHOICES

EESIP (WEAR AWAY) & SALARY CAPS

SOCIAL SECURITY

DELAYED RETIREMENT CREDITS

RESTRICTING TO SPOUSAL RECORD

EARNINGS LIMITS & TAXATION OF BENEFITS

RETIREMENT ACCOUNTS

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.

 

 

 

 

 

Have questions about OkACTE 2017 Retirement Workshop? Contact Richard Collins

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When & Where


Metro Technology Centers
1900 Springlake Drive
Business Conference Center, Room H
Oklahoma City, OK 73111-5238

Tuesday, January 24, 2017 from 5:00 PM to 7:00 PM (CST)


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OkACTE 2017 Retirement Workshop
Things to do in Oklahoma City, OK

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