Updated: May 7, 2025
Are you thinking about your retirement? Do you have questions about how it works, and, more importantly, will you have enough money to retire?
In partnership with the NEA Member Benefits (MB) Corporation, HSTA offers financial education and retirement workshops. Our NEA MB vetted Retirement Specialists have been working with HSTA members over the past few years on their retirement needs.
As an HSTA member, you have access to the following:
- Complimentary consultation for retirement planning (Do I have enough to retire? When can I retire?)
- ERS estimates (How much will my pension be?)
- Social Security optimization (When is the best time to take out Social Security?)
- Portfolio reviews (Is my portfolio too aggressive, too conservative, or just right?)
- NEA-endorsed 403(b)s
- Advice on budgeting
Summer 2025 webinars
NEA Member Benefits and NEA Retirement Specialists are inviting you to a Zoom seminar series. Click on the session date to register. All webinars run approximately one hour in length and include time for Q&A following the webinar. You will need to register separately for each you would like to attend. After registering, you will receive a confirmation email containing information about joining the meeting. Note: The RSVP deadline for webinars is four (4) hours prior to the start time of each webinar.
Missed one of our webinars? Don’t worry they are offered repeatedly throughout the year. This post will be updated when new sessions become available. To set up a one-on-one meeting or invite an NEA Retirement Specialist to conduct a workshop for your school, contact NEA Retirement Specialists at (808) 951-7185. Advisers will be available during breaks. If you have any questions about the program, contact your HSTA Member Services Committee chapter representative.
Are you on track to retire?
Join one of our most popular webinars for a discussion on retirement readiness, Hawaii ERS pension, Social Security benefits, retirement projections, 403(b) options, risk tolerance, and long-term care insurance.
When: Tuesday, June 3, 2025, 2 to 3 p.m.
When: Tuesday, July 1, 2025, 2 to 3:30 p.m.
All about 403(b)s and management
Learn about the different types of 403(b) plans offered in the Department of Education including the Roth option. We’ll compare strategic vs. tactical money management differences and cover essential questions you should be asking of your financial advisor.
When: Monday, June 9, 2025, 2 to 3 p.m.
Advanced financial planning
Join us for a discussion on compression pay and its impact on your tax bracket. We’ll also discuss advanced planning topics such as tax-free Supplemental Leveraged Retirement plans and Hybrid Long-Term Care plans.
When: Tuesday, June 17, 2025, 2 to 3 p.m.
Basic estate planning
NEA Retirement Specialists has partnered with the NEA Attorney Referral Program to present the Basics of Estate Planning. Topics include: 1) what a will and trust can and can’t do, 2) if you need a trust, and 3) the need for Powers of Attorney and Advanced Healthcare directives.
When: Tuesday, June 24, from 2 to 3 p.m.
Financial planning and investing 101
For those who are new or need a refresher, we’ll introduce Hawaii ERS pension and Social Security benefits, cover financial goal setting, budgeting, investment options, early investing importance, and insurance basics.
When: Tuesday, July 8, 2025, at 2 p.m.
How to save money buying a house using your HSTA benefits
Whether you’re a first-time homebuyer or looking to move, this webinar will help you navigate the path to homeownership while making the most of your HSTA benefits.
When: Tuesday, July 22, 2025, 2 to 3:30 p.m.