Events for September 2021

For members starting out in their Hawaii teaching careers, we will cover an intro to the State of Hawaii ERS pension and Social Security benefits. We will focus on setting financial goals, budgeting, learning about various investment vehicles, the importance of investing early, and an introduction to insurance. We will also cover which teachers might be eligible for the Student Loan Forgiveness Program.   60 minutes in length with Q&A to follow. To Register, click here.

Explore the basics of investing and various types of 403b's offered in the State of Hawaii Department of Education. Learn about the questions that you should be asking of your financial advisor. 30-45 minutes in length with Q&A to follow. To Register, click here.

Why does the Social Security filing decision matter? How can you manage the Social Security decision and determine the right filing strategy and age? How can you integrate the Social Security decision into a comprehensive retirement plan? We will be covering the basics and rules behind Social Security so you can maximize your Social Security benefit. 45-60 minutes in length with Q&A to follow. To Register, click here.

Geared for members nearing retirement age, we will focus on getting ready for retirement. We will delve into the State of Hawaii ERS pension and Social Security benefits. In addition, we will also be covering retirement projections, various investment vehicles, the importance of the catch-up provision for those over 50 years old, your risk tolerance as you prepare to retire, and long-term care insurance. 60 minutes in length with Q&A to follow. To Register, click here.