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Preparing for Retirement (with City of Milwaukee Pension Emphasis)

September 26, 2019 @ 5:00 pm - 7:00 pm

Preparing for Retirement (with City of Milwaukee Pension Emphasis)

Please join us on Thursday, September 26 from 5-7pm at the MTEA Office.  This session is for members of the Accountant/Bookkeepers, Educational Assistants, and ESP-150 units.

If you are within 10 years of retirement, this free seminar can help you understand the different retirement planning solutions available and the implications of the decisions you will make as you approach retirement.

We will discuss:

  • The sources of retirement income available to public school employees including Employee Retirement System (Milwaukee City Pension), Social Security, and personal savings.
  • The various annuity options available from the Employee Retirement System (ERS) and Social Security issues.
  • The retirement timeline (including eligibility dates and requirements for pension withdrawals, health insurance, etc.).
  • Personal savings withdrawal issues and tax implications.
  • Investment concepts and financial strategies.
  • Common roadblocks to successful retirement planning.
  • A pre-retirement checklist of important things to consider.
  • Tools and solutions to help you achieve your retirement goals.

Spouses/partners welcome.  Refreshments will be provided.  Registration is required, please click here.


September 26, 2019
5:00 pm - 7:00 pm
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5130 W. Vliet St.
Milwaukee, WI 53208 United States
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