Annual Retirement Planning Dinners
Scheduled for May 14, 16

If you've been thinking about retiring or wondering what you might need to consider about retirement, please take advantage of our PLANNING FOR RETIREMENT series. PAISBOA annually hosts two evening sessions for all employees of our member schools.

Proudly sponsored by TIAAThis year's sessions take place on Tuesday, May 14 and Thursday, May 16. Each program will last from 6:00-8:30 p.m.

The May 14 program will take place at LaSalle College High School and the May 16 program will take place at The Shipley 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 guest speakers include:

ESTATES AND TRUSTS
David Conver
Attorney
Dischell Bartle & Dooley
RETIREMENT FUNDS
Heidi Duckworth
Director, Financial Consulting
TIAA Financial Solutions
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, their admission is free.

SAVE THE DATES NOW! For more information, download our PRINTABLE FLYER!

Easy Registration!

Register AT THIS LINK. You will be prompted to sign in; if you do not already have a PAISBOA account and do not wish to create one, please do the following:

At sign-in, your temporary Username is PAISBOARetirement (one word) and the password is paisboa (all lower case). You will then 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 be sure and enter YOUR OWN nameschool, and email address in the appropriate fields.

Please Note: You must pay for your non-member guest at the time of your registration with a credit card.

For more information, or if you have log-in issues, please contact Ron Hill at [email protected] or call 484-367-7553.