Pleasantville School District Education Association and NEA Retirement Program (BY EA Invite Only)

The Pleasantville EA and the NEA (National Education Association) Retirement Specialists, for your district, are going to begin the discussion of your retirement. Whether it is this year or in 5+ years.

This will be a short introduction as to what we will be able to help you with as you navigate toward your retirement.

· Income Sources

    o Pension, Personal Savings, Social Security

· MBOS

    o Your Pension Hub

· Normal vs Early Retirement

    o Where do you fit

· Your Goals

    o The lifestyle you want to live

· Cashflow

    o Understanding where your fixed income is going

· Our first one on one meeting

    o Expectations