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Pension Maximization Clinic

September 15, 2015 @ 6:30 pm - 8:00 pm

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A Pension, or a Defined Benefit Plan, provides a specified monthly benefit at retirement to eligible employees (a vesting schedule may apply). Some plans calculate this benefit using a formula that considers factors such as salary and years of service and some state this promised benefit as an exact dollar amount. Are you sure you’re making the most of your pension benefits?

In this course, you’ll learn more about the following topics:

  • Protect your pension benefits from a market downturn or unexpected risk of loss
  • How to get the highest possible monthly income from your pension
  • Maximize a steady retirement income for your spouse and pass on more dollars to your heirs
  • Information you must know before electing your pension benefits
  • Additional strategies to prepare for retirement:
    – Retirement challenges
    – Your retirement vision
    – Sources of retirement income
    – Retirement preparation
    – The need to expect the unexpected

Advanced Registration is Required

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Hilton Garden Inn at Arlington
2190 E Lamar Blvd
Arlington, 76006 United States
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