Maximizing Pension Benefits for Retirement Success

You and your spouse are invited to learn how to prepare for retirement. This workshop is for you if you are interested in learning more on the following topics:

• Recent updates and changes to STRS and SERS
• Pension benefit options and monthly income variations
• Understanding the Partial Lump-Sum Option Payment Plan (PLOP)
• Retirement and Severance Pay considerations
• Impact of the Social Security Fairness Act
• Strategies for retirement savings and income planning

Appetizers & drinks will begin at 6:30 pm, workshop to follow.

Kindly register by 01/23. 

Hosted by

Joseph Schindel, Financial Advisor and Bryce Mathie, Financial Advisor 

The STRS Ohio is governed by the state of Ohio. If discrepancies arise between information in this presentation and STRS Ohio, information by the state of Ohio, the information provided by the state of Ohio should be relied on. Neither Equitable Advisors, LLC (and its affiliated) nor named individual(s) is affiliated or associated with the STRS Ohio.  

The named individual(s) offers securities offered through Equitable Advisors, LLC (212) 314-4600, member FINRA, SIPC (Equitable Financial Advisors in MI & TN) and offers annuity and insurance products offered through Equitable Network, LLC. Equitable Advisors, Equitable Network and Equitable Financial Life Insurance Company (NY, NY) are affiliated companies. Equitable Advisors and its associates do not offer tax or legal advice.  AGE-6211669.1 (1/24)(Exp. 1/26)