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!

Join us "Virtually" this Summer for Happy Hour for School Employees 2020

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!





2020 Pre-Retirement Workshops

Due to the COVID-19 pandemic, we have canceled the remainder of the spring season workshops.

If you are retiring in 2020, 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.


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.

Register now!


WORKSHOP WEDNESDAYS in Jacksonville -  Check Back in Fall of 2020!


Beginning September 4, 2019, we will hold Pre-Retirement Workshops the first Wednesday of each month at 4:30pm in our Main Office Training room at 1202 W Main St, Jacksonville, AR 72076.

These workshops are designed for school employees retiring between now and 2025. Some of the topics include:

  • How long do I have to work?
  • What are the rules for receiving a pension?
  • Why should I have a 403b plan?
  • Is my life insurance coverage adequate?
  • How does my health insurance work in retirement?
  • Why should I have an HSA?
  • What can I expect from Social Security?
  • Should I T-Drop after 28 years?

A $5 registration fee will be collected at the door. Seating is limited and registration is required.


Individualized Workshops

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.