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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 Tuition No cost
In this class you'll learn what you need to know about the state employee's 401(k) and 457 Plans.
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
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
In this workshop you will learn the different investment options available to you through Savings Plus.
By the end of this workshop you will :
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
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.
Whether you are new to creating a budget or have been budgeting for a while, this webinar has tools and tips to help you. Learn the importance of tracking expenses, understand the difference between needs and wants, ways to cut spending, and how to plan for future expenses. If you want to save for your dream vacation or your perfect retirement, this is the workshop for you!
By the end of this workshop you will learn:
Tips to keep your budget on track and fit your changing needs
Step-by-step on how to create a working monthly budget
How to create an action plan to save for your long-term
How to set SMART financial goals
You will not need to share any personal details during the webinar.
Most investors save for retirement with a 401(k), 457(b) or other tax-deferred account, which may result in a hefty tax bill or higher tax bracket when you begin withdrawing your retirement savings — especially at age 72, when Required Minimum Distributions (RMDs) begin. This workshop reviews tax basics and discusses the importance of having tax flexibility among various investments and accounts.
Importance of Diverse Retirement Income Sources
Categories of Retirement Income
Becoming a millionaire takes time, but it all starts with the ability to consistently save more than you spend. Find out how much Americans save compared to the rest of the world, discover different areas and ways to save on your current expenses, engage other participants with new ideas to start saving. If you are looking for some ways to save more and spend less this seminar is for you!
By the end of this workshop you will:
See how much Americans save on average compared to other countries
Find out the annual cost of some common products and services
Discover different ways you can start saving on every day’s expenses
Learn what other participants do to save in real life
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