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SAANYS Retirement Planning Workshop – Yorktown Heights








This FREE workshop will consist of two parts:

NYSTRS Presentation

Even in turbulent economic times like these, you can achieve future financial strength and security by building a strong pension at NYSTRS. This presentation will provide an overview of the important benefits NYSTRS provides, with an emphasis on issues pertaining to members approaching retirement. Highlights include a review of the fundamental pension components such as service credit and final average salary, key retirement thresholds to reach for, the tools needed to maximize these benefits, retirement benefit options, the filing process and much more. Hopefully you’ll leave our meeting with a handle on what’s needed to plan wisely on your road to retirement, as well as what costly errors to avoid along the way.

AXA Presentation

AXA specializes in working with New York State employees, helping them to get the most out of their NYS pension plan. AXA will provide specific information on understanding the true value of your NYS pension, how to protect your pension during your working years, what to consider in choosing a payout option, as well as examples on how to maximize your pension payments in retirement. The presentation will also discuss the importance of appropriate asset allocation within 403(b) and other retirement savings plans.

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March 4, 2020
4:00 pm - 6:00 pm
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Putnam Northern Westchester BOCES
200 BOCES Drive, Yorktown Heights, NY
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