Upcoming Events for Educators
Upcoming Events
for Educators
Mid-Career Moves: Strengthening Your Path to Retirement
Are you midway through your teaching career and seeking to take your financial and retirement planning to the next level? This webinar is specifically designed to help mid-career educators refine their strategies and stay on track toward a secure financial future. At this critical stage in your career, it's essential to evaluate your progress, make adjustments, and take advantage of opportunities to maximize your savings and benefits.
During this session, you’ll learn key strategies to optimize your retirement contributions, manage debt, and make informed financial decisions. We will discuss how to assess your current financial standing, set achievable long-term goals, and prepare for potential challenges as you approach the later stages of your career. We will also provide guidance on understanding your pension plan, navigating supplemental retirement accounts, and ensuring that your financial strategy aligns with your personal and professional goals.
This is your opportunity to gain valuable insights and practical advice tailored to the unique needs of educators in the middle of their careers. Join us to build confidence in your financial planning, take control of your future, and move closer to achieving peace of mind and a comfortable retirement.
March 20th, 2025
6:00pm-6:45pm
REGISTER
Mid-Career Moves: Strengthening
Your Path to Retirement
Are you midway through your teaching career and seeking to take your financial and retirement planning to the next level? This webinar is specifically designed to help mid-career educators refine their strategies and stay on track toward a secure financial future. At this critical stage in your career, it's essential to evaluate your progress, make adjustments, and take advantage of opportunities to maximize your savings and benefits.
During this session, you’ll learn key strategies to optimize your retirement contributions, manage debt, and make informed financial decisions. We will discuss how to assess your current financial standing, set achievable long-term goals, and prepare for potential challenges as you approach the later stages of your career. We will also provide guidance on understanding your pension plan, navigating supplemental retirement accounts, and ensuring that your financial strategy aligns with your personal and professional goals.
This is your opportunity to gain valuable insights and practical advice tailored to the unique needs of educators in the middle of their careers. Join us to build confidence in your financial planning, take control of your future, and move closer to achieving peace of mind and a comfortable retirement.
March 20th, 2025
6:00pm-6:45pm
Free Webinar
REGISTER
Retirement Ready:
Preparing for Your
Transition into Retirement
Life is full of surprises, but your retirement shouldn’t be. This
in-person seminar is designed for educators who plan to retire within the next 5 years. The aim of this workshop is to equip you with the tools to optimize irreversible retirement decisions and ensure you feel confident and ready to retire with peace of mind. Topics include but are not limited to the following:
How to know if you have enough
to enjoy a comfortable retirement
Timing your retirement for
optimal benefits
Planning ahead for healthcare
and long-term care needs
Preserving your wealth and protecting against inflation
Catch up contributions and
tax considerations
Estate planning to consider
before you retire
Planning for a healthy transition
from work-life to retirement
The right comprehensive financial plan can make all the difference in experiencing a meaningful, enjoyable, and secure retirement. Join us to ensure you are prepared for this exciting transition! Spouses/partners are encouraged to attend with you and dinner will be provided.
This seminar will be held at the Pilchuck UniServ Council Office located at 2710 Grand Ave in Everett.
March 27th, 2025
In-Person Seminar
5:00pm-7:00pm
Everett, WA
REGISTER
Retirement Ready: Preparing for
Your Transition into Retirement
- How to know if you have enough to enjoy a comfortable retirement
- Timing your retirement for optimal benefits
- Planning ahead for healthcare and long-term care needs
- Preserving your wealth and protecting against inflation
- Catch up contributions and tax considerations
- Estate planning to consider before you retire
- Planning for a healthy transition from work-life to retirement
The right comprehensive financial plan can make all the difference in experiencing a meaningful, enjoyable, and secure retirement. Join us to ensure you are prepared for this exciting transition! Spouses/partners are encouraged to attend with you and dinner will be provided. This seminar will be held at the Pilchuck UniServ Council Office located at 2710 Grand Ave in Everett, WA.
March 27th, 2025
5:00pm-7:00pm
In-Person Seminar
REGISTER
Everett, WA
TRS Plan 2: Understanding
Plan 2 for Educators
In this comprehensive webinar, we’ll explore the essential details of TRS Plan 2, a retirement plan designed to provide educators with stability and long-term financial security. Whether you’re just starting to learn about your plan or looking to optimize your benefits, this session will equip you with the knowledge and tools you need to make informed decisions about your future.
We'll cover the intricacies of TRS Plan 2: including its benefits and limitations. We will address the following aspects: how your pension is calculated, the vesting process, timing your retirement, understanding social security benefits, and the importance of having additional retirement savings to ensure a comfortable retirement.
Don’t miss this opportunity to deepen your understanding of TRS Plan 2 and learn how to create a personalized plan for long-term success. Join us to ensure you’re on the right track toward achieving your financial goals.
April 17th, 2025
6:00pm-6:45pm
Free Webinar
REGISTER
TRS Plan 2: Understanding Plan 2 for Educators
In this comprehensive webinar, we’ll explore the essential details of TRS Plan 2, a retirement plan designed to provide educators with stability and long-term financial security. Whether you’re just starting to learn about your plan or looking to optimize your benefits, this session will equip you with the knowledge and tools you need to make informed decisions about your future.
We'll cover the intricacies of TRS Plan 2: including its benefits and limitations. We will address the following aspects: how your pension is calculated, the vesting process, timing your retirement, understanding social security benefits, and the importance of having additional retirement savings to ensure a comfortable retirement.
Don’t miss this opportunity to deepen your understanding of TRS Plan 2 and learn how to create a personalized plan for long-term success. Join us to ensure you’re on the right track toward achieving your financial goals.
April 17th, 2025
6:00pm-6:45pm
REGISTER
TRS Plan 3: Secure Your
Future as an Educator
This webinar is specifically designed to empower educators with the knowledge and tools needed to navigate their TRS Plan 3 retirement benefits effectively. Whether you’re just starting to learn about your plan or looking to optimize your benefits, this session will equip you with the knowledge and tools you need to make informed decisions about your future.
Attendees will gain a comprehensive understanding of the essential components of TRS Plan 3, including how the hybrid system combines your pension and your investment account. We will address the following aspects: how your pension is calculated, the vesting process, timing your retirement, understanding social security benefits, your plan 3 investment account, and the benefits of having a supplemental retirement account to ensure a comfortable retirement. Don't miss this opportunity to receive valuable guidance to help you take control of your financial future.
May 8th, 2025
6:00pm-6:45pm
Free Webinar
REGISTER
TRS Plan 3: Secure Your
Future as an Educator
This webinar is specifically designed to empower educators with the knowledge and tools needed to navigate their TRS Plan 3 retirement benefits effectively. Whether you’re just starting to learn about your plan or looking to optimize your benefits, this session will equip you with the knowledge and tools you need to make informed decisions about your future.
Attendees will gain a comprehensive understanding of the essential components of TRS Plan 3, including how the hybrid system combines your pension and your investment account. We will address the following aspects: how your pension is calculated, the vesting process, timing your retirement, understanding social security benefits, your plan 3 investment account, and the benefits of having a supplemental retirement account to ensure a comfortable retirement. Don't miss this opportunity to receive valuable guidance to help you take control of your financial future.
May 8th, 2025
6:00pm-6:45pm
REGISTER
Planning for Tomorrow: Retirement Essentials for Early Career Educators
Are you at the start of your journey as an educator? This informative webinar is designed to provide early-career educators with the tools and knowledge to build a strong financial foundation. Starting your retirement planning early can make a significant difference in your long-term financial security, and this session will show you how.
You'll learn key strategies for managing your finances, including understanding your retirement plan options, maximizing employer benefits, and the importance of saving and investing from the very beginning. We’ll also discuss how to set achievable financial goals, create a budget that supports both short-term needs and long-term growth, and avoid common financial pitfalls.
This webinar is your chance to take proactive steps toward a secure financial future and develop habits that will serve you throughout your career. Don’t miss out on the opportunity to gain confidence in managing your finances and setting yourself up for a successful and worry-free retirement.
June 26th, 2025
6:00pm-6:45pm
Free Webinar
REGISTER
Planning for Tomorrow: Retirement Essentials for
Early Career Educators
Are you at the start of your journey as an educator? This informative webinar is designed to provide early-career educators with the tools and knowledge to build a strong financial foundation. Starting your retirement planning early can make a significant difference in your long-term financial security, and this session will show you how.
You'll learn key strategies for managing your finances, including understanding your retirement plan options, maximizing employer benefits, and the importance of saving and investing from the very beginning. We’ll also discuss how to set achievable financial goals, create a budget that supports both short-term needs and long-term growth, and avoid common financial pitfalls.
This webinar is your chance to take proactive steps toward a secure financial future and develop habits that will serve you throughout your career. Don’t miss out on the opportunity to gain confidence in managing your finances and setting yourself up for a successful and worry-free retirement.
June 26th, 2025
6:00pm-6:45pm
REGISTER
Securities offered through appropriately registered representatives of The Strategic Financial Alliance, Inc. (SFA), member FINRA, SIPC. Advisory services offered through appropriately registered investment adviser representatives of Strategic Blueprint LLC. SFA and Strategic Blueprint are affiliated through common ownership but otherwise unaffiliated with Clarity Financial Advisors. Supervisory office:
678-954-4000.
Business may only be transacted in a state if first registered. Individualized responses to persons in a state that involve transactions in securities or personalized investment advice for compensation, will not be made absent compliance with state registration requirements or applicable exemption.
Securities offered through appropriately registered representatives of The Strategic Financial Alliance, Inc. (SFA), member FINRA, SIPC. Advisory services offered through appropriately registered investment adviser representatives of Strategic Blueprint LLC. SFA and Strategic Blueprint are affiliated through common ownership but otherwise unaffiliated with Clarity Financial Advisors. Supervisory office 678-954-4000.
Business may only be transacted in a state if first registered. Individualized responses to persons in a state that involve transactions in securities or personalized investment advice for compensation, will not be made absent compliance with state registration requirements or applicable exemption.
Visit Strategic Blueprint, LLC and The Strategic Financial Alliance, Inc. for additional disclosures.
Disclosure
Visit Strategic Blueprint, LLC and
The Strategic Financial Alliance, Inc. for additional disclosures.
https://www.strategicblueprint.net/disclosures/
https://thesfa.net/disclosures/