Annual Retirement Planning Dinners Scheduled for May 8-9; Sponsored by TIAA

If you've been thinking about retiring or wondering what you might need to consider about retirement, please take advantage of our annual PLANNING FOR RETIREMENT series, set to take place in May.

Proudly sponsored by TIAA, PAISBOA annually hosts two evening sessions for all employees of our member schools. This year's sessions take place on Tuesday, May 8 and Wednesday, May 9. Each program will last from 6:00-8:30 p.m.

The May 8 program will take place at Cabrini University and the May 9 program will take place at LaSalle College High School. Attendees enjoy a light dinner and learn about important aspects of Retirement Planning from a panel of professionals, who will discuss various topics of interest, including Estates and TrustsRetirement FundsSocial Security, and Medicare. Our Presenters include:

ESTATES AND TRUSTS
David Conver
Attorney
Dischell Bartle & Dooley
RETIREMENT FUNDS
Casimir Seweryn

Senior Financial Consultant
TIAA 
SOCIAL SECURITY
Grant Holdren

Partner
Allied Financial Consultants 
MEDICARE
Bernice McFadden

Independent Consultant
Bachmeier, Gudis & Associates

 

These FREE sessions are designed for all interested employees of PAISBOA member schools. Guests will pay $30 for the dinner and presentation. If your guest works for a PAISBOA school, then their admission is free.

For more information, please download our informational Flyer.

SAVE THE DATES TODAY! We understand that some people have had trouble with registering, or are reluctant to set up an account. We have eliminated this and created an easier registration process!

Interested employees can register for either evening AT THIS LINK. They will be prompted to sign in: Username is PAISBOARetirement (one word) and the password is paisboa (all lower case). The user will be directed to the easy-to-use registration form, where you can choose your date and location, and whether or not you are bringing a guest or two. Please note you must pay for your non-member guest at the time of your registration with a credit card.