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UESF News
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Free Financial Workshops for UESF MembersMosher Financial will be conducting a series of financial workshops this Winter and Spring, designed to educate UESF members about various aspects of financial planning. Workshops are free and are a part of our service to the Union. Everyone is welcome.
All workshops will be from 4:30 PM to 6:00 PM, at the UESF office (2310 Mason St. [map]).
Getting Started
Thursday, February 21, 2008
(Workshop for newer teachers)* Investing 101 (Annuities, Mutual Funds, Stocks and Bonds)
* 403(b) plans, including new IRS regulations
* Investment Choices
* Asset Accumulation Techniques
* Saving for Retirement and Planning Ahead
Getting Ready to Retire
Thursday, March 20, 2008
(For teachers retiring this summer)* Choosing an STRS Option
* Pension Maximization
* Learning about Income Options
* Rebalancing Investments
* Using the Partial Lump-Sum Benefit and DBS Account
* Long-Term Care Insurance
403(b) Plans and Retirement Security
Thursday, April 24, 2008
* Different Types of Plans
* Investment Options
* New Roth-403(b) Plans
* Alternative Plans - Roth-IRA, 457 plans
* Customizing your Pension Plan
* Major 403(b) Regulation Changes in 2007
STRS Workshop
Thursday, May 15, 2008
* STRS Formula and NEW Retirement Options
* DBS Account and Partial Lump-Sum Option
* Disability A & B
* Survivor Insurance
* Inflation Protection
* Defined Benefit vs. Devined Contribution Plans
