The School District Employee Guide To
Choosing the Right Retirement Account
A 403(b)/457 guide for Educators
Schedule an educational workshop designed specifically for school district employees to gain valuable knowledge about their retirement accounts. We created this workshop because we discovered a lack of information and transparency in 403(b) plan options, leading us to research and compile vital insights for informed decision-making.
Our goal is to empower educators with professional, trustworthy information so they can make informed decisions, optimize their retirement savings, and build a better future for themselves and their loved ones.
The curriculum for this workshop includes:
Why My Pension Might Not be Enough?
What are My Retirement Saving Options?
How Do I Select a Plan Provider?
The Impact of High 403(b) Fees.
Financial Professional or DIY?
What Do I do Next
Our workshops are led by experienced financial advisors specializing in K-12 retirement plans and are conveniently designed to fit into school district employees’ busy schedules, ranging from just 30 to 45 minutes.
Take the first step towards financial confidence by scheduling our workshop for your school district.