Retirement Plan Education

Welcome to PSA Retirement Plan Education page.

Our purpose is to be an added financial resource for the employees of our clients in these uncertain times.  Our goal is to provide information that allows you to make educated and informed decisions that will positively impact your financial future.

The following seminars are offered periodically:

Financial Planning 101
You will come away with a greater understanding of the financial planning process and the types of information that you need to consider when
making investment decisions. Topics include developing a financial plan, asset allocation, investment types, insurance and basic estate documents.

Retirement Income Strategies
You will come away with a greater understanding of the various issues that should be taken into consideration when planning for retirement. Topics
include sources of income, impact of inflation and retirement income strategies.

Strategies for Collecting Social Security
You will come away with a greater understanding of the critical factors one should consider when determining the right time to start receiving
social security benefits. Topics include social security basics, starting benefits, beneficiaries, strategies for collecting benefits and taxation.

Taking the Mystery Out of Medicare
You will come away with a greater understanding of the Medicare program – what it covers and what it does not cover, and the best options for
your coverage needs. Topics include basics of medicare, eligibility, what is covered, available options and when to enroll.

Recorded Webinars

The following webinars were recorded and are available of your review.  These require Windows Media Player.