Broker Check

Workshop

Learn With Us!

Throughout the year, we hold workshops and seminars, and participate in conferences and events in an effort to educate our audiences and clients. Bookmark this page and like our Facebook page for the most up-to-date information on when and where we are speaking. We hope you will join us at one of our upcoming events!

WORKSHOP WEDNESDAYS via ZOOM - Coming in the Fall of 2020!


On September 2, 2020, we will resume our Workshop Wednesdays series. These are Pre-Retirement Workshops for Arkansas school employees held on select Wednesdays during the school year at 4:15pm.

See all available dates and register here.

2020 Workshop Wednesdays - Brochure.

ALL WORKSHOPS WILL BE ZOOM WEBINARS until such a time as we can resume our in-person workshops in our training room at our Jacksonville office location. These workshops are designed for school employees who want more information about retirement.

Some of the topics include:
➤ What are the rules for receiving a pension/annuity?
➤ What happens to my pension if I die?
➤ What are my options with my T-Drop?
➤ Can I keep my health insurance in retirement?
➤ How much will my health insurance costs?
➤ Can I keep an HSA in retirement?
➤ How will Social Security work?

All workshops will begin at 4:15pm.

Registration is required.

_______________________________________________________________________________________________

2021 Pre-Retirement Workshops

Returning in the Spring of 2021, times and locations TBD. These will be in-person workshops, if possible.

If you are an Arkansas public school employee considering retirement in the next 1-5 years, this workshop is for you!

We will:

  • Review your current payroll-deduction benefits & options.
  • Explain your health insurance options in retirement.
  • Clarify your T-Drop account options and other retirement accounts: IRA, 401(K), 403(b).
  • Guide you to the most beneficial pension/annuity option.
  • Inform you on Medicare and social security benefits.
  • Provide other insurances needed in retirement.

A $10 registration fee per person/$15 per couple will be collected at the door. Seating is limited and registration is required.

If you are retiring in 2021, we encourage you to call our office at 501-988-2726 or email us at info@ia-office.com to schedule an appointment. We offer several options for appointments: virtual face-to-face, on the phone and in our office on a by appointment on an individual basis. Please contact us for details.

______________________________________________________________________________________________


Join us "Virtually" this Summer for Happy Hour for School Employees

Join us on ZOOM this summer! Wear your shorts & flip-flops, sit out back on the patio, by the pool or in your home office and let us help you understand YOUR future retirement!

We will cover a broad range of topics including ARTRS rules for retirement, what to expect from a pension, how insurance works in retirement, what you can be doing to maximize your future and other topics that are specific to YOUR retirement.

Bring your own drink (BYOD!). After registering and attending, we'll send you some special goodies to help you celebrate the summer!

Register here or register by email at info@ia-office.com.


SPACE IS LIMITED… SUMMER ATTIRE IS A PRE-REQUISITE!

_______________________________________________________________________________________________

Individualized Workshops and Professional Development

If your school district or individual school would like to schedule a workshop, please let us know by sending an email to info@ia-office.com.