IEA Events

Retirement Planning Seminar

May 23, 2019 4:30pm - 6:00pm
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  • State Pension Plans
    • Plan 2 - Defined Benefit
    • Plan 3 - Defined Benefit & Defined Contribution
    • TAP Annuity
    • Electing a retirement date to maximize the COLA
    • How survivorship options with the Defined Benefit work
    • Purchasing service credit time

  • PEBB (Public Employee Benefit Board)
    • How to become eligible for PEBB
    • Premium expenses if you’re Medicare or Non-Medicare eligible

  • VEBA TRUST
    • What is the benefit of VEBA, or a HRA
    • What to do with unused sick leave (cash it out or transfer it to VEBA) and how much will you receive
    • What qualifying expenses can be used with VEBA funds

  • Supplemental Payroll Retirement Plans
    • Roth 403b
    • 403b
    • Deferred Compensation Plan (DCP)
    • Contribution limits and catch-up provisions

  • General Financial Planning Strategies
    • Transitioning assets from the accumulation phase to the distribution phase of retirement planning
    • The financial benefit of converting pre-tax assets to post-tax assets (Roth)
    • Keeping pace with inflation
    • Positioning assets centered around time horizon
    • Protecting against volatile markets

If you’re interested in these topics but aren’t able to make it to either of these seminars, please know your membership in WEA provides you with access to a number of financial experts who can talk to you at no charge and with no pressure. If you would like to know more, please contact me  (garthur@washingtonea.org) and I can connect you with them.   

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Location Details

IEA Office
1065 12th Ave NW
Suite E-9A
Issaquah, WA 98027

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