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Retirement Planning (PREP) Schedule for 2017

Pension & Retirement Education Program

 

PREP sessions are designed to help members of all ages prepare for retirement.

 

Contact NYSTRS

(800) 348-7298, Ext. 6180

communit@nystrs.org

 

Many retirees wish they began focusing on financial and retirement planning much earlier in their lives. The truth is: No matter how far along you are in your career, careful financial and retirement planning are critical.

 

PREP is designed to help members of all ages prepare for retirement. PREP is structured to allow you to tailor the program to fit your needs. Stay for the entire seminar (see the full agenda) or just the modules below that would be of greatest significance to you:

 

NYSTRS Benefits: Your pension, disability coverage, loans, vesting, death benefits. (8:45-10:15 a.m.)

Financial Planning: Saving early, catching up, withdrawals, financial advisors. (10:30-11 a.m.)

Social Security: Benefits, eligibility rules, when to collect, earning limits. (11-11:25 a.m.)

Estate Planning: Wills, trusts, powers of attorney, health care proxies, living wills, long-term care. (11:30 a.m.-12:30 p.m.)

Retirement — A New Beginning: Planning ahead, staying active and healthy, relationships, relocating. (1:30-2:30 p.m.)

Filing for Retirement: Retirement options, "resigning" vs. "retiring," choosing a retirement date, retirement checklist. (2:35-3:15 p.m.)

Retirement Income: Monthly payments, taxes, earnings limitations on NYS public employment. (3:15-3:30 p.m.)

 

Seminars are held from 8:30 a.m. to 3:30 p.m., with registration beginning at 8 a.m. There is no fee to attend and your spouse/companion is welcome to attend, but you must make a reservation in advance. (Note: These seminars are not designed for individual retirement counseling.)

 

PREP seminars often fill up, so book early. Can't attend a seminar now? We begin taking reservations for our three PREP schedules during the year in: mid-September (fall schedule); mid-December (winter/spring schedule); and, mid-May (summer schedule).

PREP Schedu

 

Location

Address

Dates

Directions

Albany

NYSTRS Headquarters

10 Corporate Woods Drive

Albany, New York 12211

Thursday, February 9

Thursday, March 16

Wednesday, April 19

Directions

Binghamton

Holiday Inn Binghamton Downtown

2 Hawley Street

Binghamton, New York 13901

Thursday, April 20

Directions

Buffalo

Holiday Inn Buffalo Airport

4600 Genesee Street

Cheektowaga, New York 14225

Thursday, February 23

Saturday, March 18

Thursday, April 13

Directions

Elmira

Holiday Inn Elmira-Riverview

760 East Water Street

Elmira, New York 14901

Saturday, February 25

Directions

Fishkill

Ramada

542 Route 9

Fishkill, New York 12524

Saturday, March 25

Directions

L.I. - Hauppauge

Upsky Long Island Hotel

110 Motor Parkway

Hauppauge, New York 11788

Thursday, February 2

Thursday, February 23

Friday, March 10

Tuesday, April 11

Directions

L.I. - Melville

Melville Marriott

1350 Walt Whitman Road

Melville, New York 11747

Friday, February 3

Saturday, March 11

Wednesday, April 12

Directions

L.I. - Plainview

Residence Inn

9 Gerhard Road

Plainview, New York 11803

Friday, February 24

Thursday, March 23

Directions

L.I. - Riverhead

Hotel Indigo - East End

1830 West Main Street

Riverhead, New York 11901

Wednesday, February 22

Directions

Mount Kisco

Holiday Inn

1 Holiday Inn Drive

Mount Kisco, New York 10549

Saturday, February 4

Friday, March 24

Directions

Rochester

Lexington Hotel Rochester Airport

911 Brooks Avenue

Rochester, New York 14624

Wednesday, February 22

Thursday, March 23

Tuesday, April 18

Directions

Syracuse

Holiday Inn Syracuse-Liverpool

441 Electronics Parkway

Syracuse, New York 13088

 


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