Click the title of a class to see all available sessions with time, date, and locations. Choose a session or sessions, and fill out the form below to register. You will receive a confirmation email within 24 hours of registering. Please note: sessions that are full may continue to appear up until the date the event takes place.
To sign up for a session, mark the checkbox corresponding to the session you wish to attend.
Discover the advantages of transferring your unused accumulated leave and other cashable leave credits into your Savings Plus account(s). This workshop explains how to maximize the benefits of Lump Sum Separation Pay and 457 Traditional Catch-Up.
By the end of this workshop you will:
Learn how to transfer Lump Sum into your Savings Plus account(s) pre-tax
Find out how to use Lump Sum with Catch-Up
See if you are eligible to double your Catch-Up contribution for up to three years in the 457 plan
In this class you'll learn what you need to know about the state employee 401(k) and 457 plans, and be given a chance to enroll on the spot.
By the end of this workshop you will :
Understand how a 401(k) or 457 fits into your retirement plan
Learn the difference between 401(k) and 457 plans
Find out the difference between pre-tax and Roth savings
Enroll in the plan of your choice
In this workshop you will learn the different investment options available to you through Savings Plus.
Find out how to evaluate your own time horizon and risk tolerance
Understand the difference between stocks, bonds, and short term investments
Learn about the different approaches to investing in Savings Plus
Now that retirement is right over the horizon, you will want to know all the benefits of Savings Plus that apply to you. We will discuss maximizing your Savings Plus deferrals in your last few years of employment, withdrawing your funds after retirement, and why you should keep your funds with Savings Plus after you retire.
Learn how to maximize deferrals in your final years of employment
Discover the tax consequences of making withdrawals in retirement
Find out why transferring out to an IRA might nullify many of the benefits of the state 401(k) and 457 plans
Understand the different strategies of investing after retirement
Discover the advantages of transferring your unused accumulated leave and other cashable leave credits into your Savings Plus account(s). This webinar explains how to maximize the benefits of Lump Sum Separation Pay and 457 Traditional Catch-Up.
By the end of this webinar you will:
Your choice on when to file for Social Security could increase your annual benefit by as much as 76%. That is why it is the choice of a lifetime. Learn key filing rules and strategies so you can make the choice that fits with your overall retirement income plan.
Do you find it difficult to budget for retirement? Develop a plan to help you balance your unique
lifestyle and achieve your retirement goals. Learn
how to plan for the unexpected, manage debt,
and pay yourself first.
April is California Financial Literacy Month and Savings Plus would like to help you be more prepared for the financial decisions you face every day in life. We will discuss the psychology of spending, debt management, your credit report and how Savings Plus can be part of the plan for your future.
Understand why many of us make certain spending choices
Feel more confident about managing your debt
Be more informed about your credit report
Discover how a Savings Plus account can help you be more prepared for what lies ahead
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