Events & Seminars

Our team strives to help you improve your financial knowledge and get answers to your questions.

Upcoming

JULY

16

TUESDAY

In Person - Summer Workshop

CT Teachers' Pension (CTRB)

  • Eligibility Rules for Retirement
  • Choose a Payment: Plan N, Plan C, Plan D
  • 1% Supplemental and Voluntary Contributions
  • Purchasing Additional Service credits
  • Pre & Post Retirement Death Benefits
  • Your Pension & Social Security
  • Filing for Your Benefits

Scinto Auditorium

Building 3

3 Corporate Drive
Shelton CT, 06484

4:30 pm - 6:00 pm

(snacks will be provided)

Past Events

JULY

11

THURSDAY

Social Security
for Connecticut Educators

  • Three Sources of Retirement
  • Overview of Social Security
  • Provisions applicable to CT schools
    • Windfall Elimination Provision
    • Government Pension Offset
  • Medicare

10:00 am (Zoom)

JULY

11

THURSDAY

CTRB Teachers Pension
for Connecticut Educators

  • Eligibility Rules for Retirement
  • Choose a Payment: Plan N, Plan C, Plan D
  • 1% Supplemental and Voluntary Contributions
  • Purchasing Additional Service credits
  • Pre & Post Retirement Death Benefits
  • Your Pension & Social Security
  • Filing for Your Benefits

8:30 am (Zoom)

JULY

9

TUESDAY

Retirement Benefits
for Non-Certified Staff

  • How does retirement work for me?
  • Do I get a Pension or Social Security?
  • 403(b), 457, IRAs and more

6:00 pm (Zoom)

JULY

9

TUESDAY

CTRB Teachers Pension
for Connecticut Educators

  • Eligibility Rules for Retirement
  • Choose a Payment: Plan N, Plan C, Plan D
  • 1% Supplemental and Voluntary Contributions
  • Purchasing Additional Service credits
  • Pre & Post Retirement Death Benefits
  • Your Pension & Social Security
  • Filing for Your Benefits

4:30 pm (Zoom)

MAR

26

TUESDAY

CTRB Teachers Pension
for Norwalk CT Educators

  • Eligibility Rules for Retirement
  • Choose a Payment: Plan N, Plan C, Plan D
  • 1% Supplemental and Voluntary Contributions
  • Purchasing Additional Service credits
  • Pre & Post Retirement Death Benefits
  • Your Pension & Social Security
  • Filing for Your Benefits

5:00 pm (Zoom)

MAR

27

WEDNESDAY

In Person - Spring Workshop

CT Teachers' Pension (CTRB)

  • Eligibility Rules for Retirement
  • Choose a Payment: Plan N, Plan C, Plan D
  • 1% Supplemental and Voluntary Contributions
  • Purchasing Additional Service credits
  • Pre & Post Retirement Death Benefits
  • Your Pension & Social Security
  • Filing for Your Benefits

Soundview Plaza

1266 East Main Street

Stamford CT, 06902

4:30 pm - 6:00 pm

(snacks will be provided)

MAR

13

WEDNESDAY

CTRB Teachers Pension
for Connecticut Educators

  • Eligibility Rules for Retirement
  • Choose a Payment: Plan N, Plan C, Plan D
  • 1% Supplemental and Voluntary Contributions
  • Purchasing Additional Service credits
  • Pre & Post Retirement Death Benefits
  • Your Pension & Social Security
  • Filing for Your Benefits

6:00 pm (Zoom)

MAR

7

THURSDAY

Social Security
for Connecticut Educators

  • Three Sources of Retirement
  • Overview of Social Security
  • Provisions applicable to CT schools
    • Windfall Elimination Provision
    • Government Pension Offset
  • Medicare

5:30 pm (Zoom)

MAR

7

THURSDAY

CTRB Teachers Pension
for Connecticut Educators

  • Eligibility Rules for Retirement
  • Choose a Payment: Plan N, Plan C, Plan D
  • 1% Supplemental and Voluntary Contributions
  • Purchasing Additional Service credits
  • Pre & Post Retirement Death Benefits
  • Your Pension & Social Security
  • Filing for Your Benefits

4:00 pm (Zoom)

NOV

11

SATURDAY

In Person - Fall Workshop

CT Teachers' Pension (CTRB)

Eligibility Rules for Retirement

Choose a Payment: Plan N, Plan C, Plan D

1% Supplemental and Voluntary Contributions

Purchasing Additional Service credits

Pre & Post Retirement Death Benefits

Your Pension & Social Security

Filing for Your Benefits

Nutmeg Room

35 Nutmeg Drive
Trumbull CT, 06611

9:00 am - 10:30 am

(Breakfast will be provided)

OCT

25

WEDNESDAY

CTRB Teachers Pension
for Connecticut Educators

Choosing a Payment Plan: N, C, D
Purchasing Additional Service
Filing for your benefits and more.

6:00 pm (Zoom)

OCT

25

WEDNESDAY

Retirement Benefits
for Non-Certified Staff

How does retirement work for me?
Do I get a Pension or Social Security?
403(b), 457, IRAs and more.

4:30 pm (Zoom)

OCT

17

TUESDAY

Social Security
for Connecticut Educators

Will I receive Social Security income benefits?
Windfall Elimination Provision
Government Pension Offset and more.

6:00 pm (Zoom)

OCT

17

TUESDAY

CTRB Teachers Pension
for Connecticut Educators

Choosing a Payment Plan: N, C, D
Purchasing Additional Service
Filing for your benefits and more.

4:30 pm (Zoom)

AUG

10

THURSDAY

Social Security
for Connecticut Educators

Will I receive Social Security income benefits?
Windfall Elimination Provision
Government Pension Offset and more.

10:00 am (Zoom)

AUG

10

THURSDAY

CTRB Teachers Pension
for Connecticut Educators

Choosing a Payment Plan: N, C, D
Purchasing Additional Service
Filing for your benefits and more.

8:30 am (Zoom)

AUG

1

TUESDAY

CTRB Teachers Pension
for Connecticut Educators

Choosing a Payment Plan: N, C, D
Purchasing Additional Service
Filing for your benefits and more.

4:30 pm (Zoom)

AUG

1

TUESDAY

Retirement Benefits
for Non-Certified Staff

How does retirement work for me?
Do I get a Pension or Social Security?
403(b), 457, IRAs and more.

6:00 pm (Zoom)

Let’s Talk

If you are in need of professional wealth management services, we would be honored to assist in helping you and your family reach your goals. With deep investment, risk management and retirement planning experience, we can help you and your loved ones plan for the future, just as we have for thousands of clients.

Let’s Talk

If you are an educator in need of financial,
pension, or retirement planning, we would be
honored to assist you in reaching your financial
goals as we have for thousands of your
colleagues. If you are an existing client and
want to make adjustments to your account or
setup a review with your advisor, reach out to us
today!