Teaching California How to Retire
Medicare
With the changes constantly taking place with our government and healthcare, it is always good to know how your coverage works. Our Medicare workshop teaches the basics of Medicare Part A and B while helping you apply the laws and rules to your coverage and situation.
Income Allocation
When you stop working and the paychecks no longer arrive regularly, how will you replace them? In our Income Allocation: Enhance Your Retirement workshop, you’ll discover how to keep the cash flowing in retirement like you did during your working years. We will reveal how you can assure yourself of regular, reliable income, regardless of how financial markets perform or how long your retirement lasts.
Fundamentals for Successful Retirement
Retirement is like a three-legged stool. Each leg is as valuable as the other. Make sure that you have your legs in place for a successful retirement that lasts.
Tax-Free Retirement
We will show you how to avoid 8 common financial landmines, teach you how to generate tax-free retirement income, explain how to multiply your IRA two or three-fold for future generations, and help you leave a lasting legacy beyond your wildest imagination while living your retirement to the fullest.
Teacher Appreciation
While you spend time teaching our youth, we’ll spend time making sure you are well-covered, by going through all the ways to maximize your CalSTRS benefits to make the most of your retirement. We will also show you all the opportunities for investing your 403B/ TSAs, making sure they align with your overall retirement goals.