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Tuesday, August 21 • 10:10am - 11:40am
Your Retirement Plan at Work: Understanding the DRS System and Retirement Components FILLING

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This session will help you understand the DRS plans as the foundation of your retirement preparation, identify your retirement goals, take advantage of your funding sources, and account for the effects of taxes and inflation in retirement. Key information on your DRS retirement plan will be provided so you are able to make informed decisions about the options available to you as well as address other important decisions you will need to make that will assist you in planning a successful retirement.
Key Topics Include:
* TRS and SERS Plan 2 and Plan 3
* Employer Supplemental Plans 403b and 457b
* Social Security

Workbooks and information sheets provided

avatar for Andy Davidson

Andy Davidson

VALIC Financial Advisors
Andy is a Financial Advisor with VALIC and has been associated with the VALIC companies since 2001. His 17 years of experience in the financial services industry and knowledge make him a valuable resource in guiding individuals and families through the many stages of successful retirement... Read More →

Allison Sprott

VALIC Financial Advisors
Allison is a Financial Advisor with VALIC and provides retirement and investment planning via one-on-one meetings and group education seminars as a preferred provider endorsed by the WEA. She specializes in designing and maintaining an investment program based on the DRS pension program... Read More →

Tuesday August 21, 2018 10:10am - 11:40am PDT
New Commons