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Pension Maximization Strategies & Planning for Retirement at Every Stage
Wednesday January 29, 2025 1:45pm - 2:45pm PST
San Carlos II (Marriott - 2nd floor)
Maximizing your pension is an important aspect of your financial plan in retirement. We’ll review key considerations for those hired prior to 2013 and post 2013, given changes made to CALSTRS and CALPERS, for both superintendents and your district as a whole. We’ll review best practices to plan for retirement at every stage and the impacts this can have on a district. We hope to see you there! 
Speakers
avatar for Kelsey McCarthy

Kelsey McCarthy

Regional Vice President, Equitable Advisors
Equitable Advisors helps to educate educators on their pension benefits and supplemental retirement benefits available to them as public educators. We additionally support financial wellness by making ourselves available to districts to provide student loan forgiveness information... Read More →
avatar for Evan Press

Evan Press

Managing Director, Pacific Coast Wealth
nONE YET
avatar for Mitchell Bortolotto

Mitchell Bortolotto

Financial Consultant, Equitable Advisors
Hi! Here at Equitable, we specialize in Financial Planning for Educators!  - email me directly at Mitchell.bortolotto@equitable.com. 707-327-6140. We are happy to speak with you about the following:- CalSTRS Pension- 403b - 457 Planning- Student Loan Forgiveness Options- IRA - Roth... Read More →
Wednesday January 29, 2025 1:45pm - 2:45pm PST
San Carlos II (Marriott - 2nd floor) Marriott
  Concurrent Session
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