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 clients and audiences. Bookmark this page and like our Facebook page for the most up-to-date information on workshops and public speaking events. We hope you will join us!

________________________________________________________________________________________________________

Register here for our Summer Happy Hour Workshop for Arkansas Public School Employees

Join us "Virtually" this Summer for Happy Hour

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!

  • Tuesday, June 15th @ 9:30am
  • Tuesday, June 15th @ 1:30pm
  • Tuesday, June 22nd @ 9:30am
  • Tuesday, July 20th @ 9:30am
  • Tuesday, July 27th @ 9:30am - Cancelled

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

REGISTER HERE!

Limit - One Registration Date per Attendee.

________________________________________________________________________________________________________

WORKSHOP WEDNESDAYS via ZOOM - Returning in the Fall of 2021!

In fall of 2021, we will resume our Workshop Wednesday series. These are retirement planning workshops for Arkansas school employees held on select Wednesdays during the school year at 4:15pm.

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 WILL OPEN IN AUGUST 2021.

_______________________________________________________________________________________________

2022 Pre-Retirement Workshops for School Employees

If you are within five years of retiring, it is definitely time to start planning.

Your retirement is specific to YOU! That’s why, as retirement specialists, we can help you!

Join us at one of our Pre-Retirement Workshops in 2022 where we’ll answer your questions and:

  • Explain health insurance options in retirement
  • Help you understand insurance options if spouse has coverage with employer
  • Provide information on how you can keep dental/vision benefits
  • Explain your pension/annuity options through ARTRS
  • Clarify T-Drop options
  • Educate you on Medicare
  • Give you guidance as you navigate your retirement.

This will be our 17th year to provide these educational workshops. You don’t want to miss this information!

Registration is required. Limit one registration date per attendee.

If you have previously attended a Pre-Retirement Workshop and plan to retire in 2022, 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 ZOOM/virtual face-to-face appointments or by phone. Please contact us for details. If you have a spouse, we encourage them to attend with you.

_______________________________________________________________________________________________

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.