PERSI Presentation Schedule

Click on a workshop for a description

Retirement's a Beach (RAB)

Planning for the Beach (PB)

Cruisin' to the Beach (CB)

Conducted off-site in major cities listed below

This workshop is intended to help anyone within ten(10) years of retirement from a PERSI employer. This is a hands-on workshop where you’ll be shown how to combine your PERSI Base and Choice Plan benefits with Social Security and other income sources for a rewarding retirement. We explore the PERSI Base Plan again with a specific emphasis on the retirement estimate, early retirement factors and the annuity options available to participants. We also discuss Social Security, the benefits available, self-auditing one's record and understanding earnings thresholds that may impact income. Medicare and other health care options are explored in great detail as are tax implications of retirement income, the need for insurance, long-term care, wills, trusts vs. healthcare proxies and powers of attorney. To register: look at the RAB schedule below.

Retirement's a Beach current available workshops

WORKSHOP CHANGE NOTE: The workshop schedule for "Retirement's a Beach" will be posted on a 'rolling' 4 month basis for 2009. This means you will see the most recent month completed, in addition to the next three (3) months. As in all previous years, this workshop will be offered throughout the state, with increased frequency during summer months to better accommodate our members.

IMPORTANT: if you have not yet signed up to view 'myPERSI' under the 'Online Services' section in the left column on the PERSI Home Page, please follow this link myPERSI to do that now, Thank you.

To register: look at the RAB schedule below to identify a date and location that works best for you, then click on your selection to REGISTER ONLINE. Immediate confirmation of your registration and a reminder 10 days prior to you chosen date will be emailed to you automatically. Should you experience any difficulty using this system, please call 800-451-8228 or 208-334-3365 and ask for help with the RAB registration.

NOTICE: If RAB workshops are full in your area, please check back here later this year. We'll post our schedule starting with January 2010.

Date City Time Availability
Thu, Nov 12, 2009 Boise 9 AM - 4 PM This workshop is filled
Please select another date in your area.
Wed, Nov 18, 2009 Lewiston 9 AM - 4 PM This workshop is filled
Please select another date in your area.

Conducted at Employer's site

This FREE 1.5 hour workshop focuses on beginning the planning process required to achieve a comfortable retirement.... something that escapes nearly 87% of Americans according to a Harvard study. It covers in detail the basics of your PERSI Base and Choice Plans to get the maximum benefit from each. Sections are devoted to developing good financial discipline to avoid common pitfalls that frequently derail the retirement planning process such as living beyond our means, improper use of credit cards, debt and poor planning. You are provided with tools to effectively address each of these situations in addition to being introduced to the principles of the Time-Value of Money, Dollar Cost Averaging and Asset Allocation. You will go through an exercise to help you determine and achieve your specific retirement goals. It's fun and easy-to- follow steps needed to eliminate your concerns regarding financial security for your personal situation.

Offered on-site at employer's location
Contacts
Email: Workshops
Phone: 208-287-9291 or 208-287-9292

New! — Conducted at Employer's site

During this FREE 1.5 hour workshop you will review the basics of PERSI Base & Choice Plans, but focus on more advanced financial planning techniques, helping PERSI members to fine-tune the skills needed to stay on target to reach a more comfortable retirement. The appropriate use of tax and income deferral instruments as well as asset allocation are covered. The tools needed to make effective choices on your own will be discussed in detail.

Offered on-site at employer's location
Contacts
Email: Workshops
Phone: 208-287-9291 or 208-287-9292