HomepageHuman ResourcesVirtual Planning for Retirement Series Webinars

Virtual Planning for Retirement Series Webinars

Thinking about retirement? You’re not alone and PAISBOA is here to help! PAISBOA will present two exclusive virtual programs this spring designed to help you effectively plan for your retirement. If you’ve been wondering what you might need to consider, please take advantage of our 2024 PLANNING FOR RETIREMENT series.
These FREE sessions are designed for all interested employees of PAISBOA member schools.

This year’s sessions will take place on Wednesday, May 15 and Thursday, May 16. Please note the times and registration links below, and choose the program that fits your schedule!  Each program will last approximately two and a half hours.

AGENDA AND PANELISTS

Webinar attendees will learn about important aspects of Retirement Planning from our “Dream Team” panel of professionals, who will discuss various topics of interest, including Estates and Trusts, Social Security, Medicare, and more! Our guest speakers include:

ESTATES AND TRUSTS
Bonnie Smith Moses
Supervising Attorney
Dessen, Moses & Rossitto
SOCIAL SECURITY
Grant Holdren
Partner
Allied Financial Consultants
MEDICARE
Tracy Russo-Keesey
President & CEO
HTA Insurance Services
RETIREMENT FUNDS
Brian Clark
Managing Director
OneDigital

These FREE sessions are designed for all interested employees of PAISBOA member schools.

Register for May 15

Register for May 16

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