Pension & Retirement Education Program
Contact Us
[email protected]
Many retirees wish they began focusing on financial and retirement planning much earlier in their lives. Don’t let that happen to you! No matter how far along you are in your career, careful financial and retirement planning are critical. That’s why our Pension & Retirement Education Program (PREP) seminar is so valuable.
The PREP seminar will help you understand your NYSTRS benefits while also providing essential retirement-planning tips. This information will help you develop a plan to achieve your retirement goals and dreams.
Topics covered during this half-day seminar include:
- NYSTRS Benefits: Your pension, disability coverage, loans, vesting and death benefits.
- Financial Planning: Saving early, catching up, withdrawals and financial advisors.
- Social Security: Benefits, eligibility rules, when to collect and earning limits.
- Estate Planning: Wills, trusts, powers of attorney, health care proxies and living wills.
- The Retirement Process: Retirement options, "resigning" vs. "retiring," choosing a retirement date, retirement checklist, monthly payments, taxes and earnings limitations on NYS public employment.
Seminars are held from 8:30 a.m. to 1 p.m., with registration beginning at 8 a.m. There is no fee to attend, and members are welcome to bring a guest, but all attendees must be registered in advance. (Note: These seminars are not designed for individual retirement counseling.)
PREP seminars often fill up, so book early. Can't attend a seminar now? We begin taking reservations for our three PREP schedules during the year in: mid-September (fall schedule); mid-December (winter/spring schedule); and mid-May (summer schedule).
Location | Address | Dates | Directions |
---|---|---|---|
Buffalo |
Buffalo Airport Hotel 4600 Genesee Street Cheektowaga, New York 14225 |
Tuesday, November 19 |
Directions |
Capital District |
Hilton Garden Inn Albany Airport 800 Albany Shaker Rd Albany, New York 12211 |
Thursday, November 7 Wednesday, December 4 |
Directions |
Fishkill |
Hyatt House – Fishkill 100 Westage Business Ctr Drive Fishkill, New York 12524 |
Thursday, December 12 |
Directions |
L.I. - Plainview |
Holiday Inn Plainview - Long Island 215 Sunnyside Boulevard Plainview, New York 11803 |
Thursday, November 14 |
Directions |
L.I. - Stony Brook |
Hilton Garden Inn Stony Brook 1 Circle Rd Stony Brook, New York 11794 |
Wednesday, November 13 Wednesday, December 11 |
Directions |
Mount Kisco |
Hotel MTK 1 Pat Reilly Way Mount Kisco, New York 10549 |
Friday, November 15 | Directions |
Rochester |
RIT Inn and Conference Center 5257 West Henrietta Road Rochester, New York 14467 |
Wednesday, November 20 | Directions |
Syracuse |
Hilton Garden Inn Syracuse 6004 Fair Lakes Rd East Syracuse, New York 13057 |
Thursday, November 21 | Directions |