Updated: August 14, 2024
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
Spring 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.
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: Thursday, May. 1, 2025, 4 to 5 p.m.
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: Monday, Mar. 17, 2025, 11:30 to 1 p.m. (Spring break)
When: Thursday, Apr. 17, 2025, 4 to 5:30 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: Thursday, Mar. 20, 11:30 a.m. to 12:30 p.m. (Spring break)
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, Mar. 18, 2025, 11:30 a.m. to 12:30 p.m.
NEA Member Benefits: Navigating Student Loan Forgiveness
Finding the right information on federal student loan forgiveness can be challenging. Join NEA Member Benefits to learn about eligibility, latest federal programs, and how to use the NEA Student Debt Navigation Tool. Get a head start by logging into www.neamb.com/start and creating your account.
When: Friday, Mar. 21, 2025 11:30 a.m. to 12:30 p.m. (Spring break)
Travel and discounts
Learn how to save money, manage finances, and live your best life with NEA Member Benefits. Access discounts for vacations, everyday purchases, insurance, and take control of your financial well-being through your membership.
When: Thursday, Mar. 13, 2025, 3:30 to 4:30 p.m.
When: Thursday, Apr. 10, 2025, 3:30 to 4:30 p.m.
Fall 2024 webinars
NOTE: You may see notices from the Hawaiʻi State Department of Education or National Benefit Services (NBS) regarding retirement education. HIDOE contracted NBS to coordinate a retirement education program, and financial companies and advisers pay a fee to NBS to present “NBS-approved” retirement education workshops. These presenters have no connection to HSTA, and are not vetted by the HIDOE or NBS for their ability or skills as financial advisers. Their presentations are for educational purposes only and cannot solicit employees to purchase products.