Financial Education Workshops

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Financial Education Workshops

PSEA Member Benefits offers members a wide-range of financial education events, through local association workshops program and region pre-retirement workshops. 

Local Association Financial Education Workshops

PSEA Member Benefits, working with PSEA endorsed vendors, will provide financial education workshops for local associations at the request of the local's UniServ Representative.

These educational workshops offer opportunities for members to learn about financial planning and retirement planning issues from experts they can trust. Each workshop is approximately one hour in length but can be adjusted to match locals' needs and time limitations. Download the request form here and contact your UniServ Representative for more information.

Pre-Retirement Workshops

At least one Pre-Retirement Workshop is presented in each PSEA region once a year under the direction of the Retirement & Welfare Committee. 

*Registration links will appear as registration becomes available. Online registration may not be available for all regions.

March 14, 2024

Mideastern Region Pre-Retirement Workshop

February 06, 2024

Mideastern Region Pre-Retirement Virtual Workshop

February 10, 2024

Midwestern Region Pre-Retirement Workshop

This workshop is intended for members who plan to retire in the next two years and has been designed to provide participants with the knowledge and resources for a smooth transition into retirement.

February 03, 2024

Central Region Pre-Retirement Workshop

An Introduction to Medicare & the Health Options Program for School Employees Considering Retirement”

An overview which explains Medicare then looks at the Medicare Supplemental and Medicare Advantage plans that are available through the PSERS Health Options Program.

February 10, 2024

Central Region Pre-Retirement Workshop

“Estate Planning Essentials”

The tools you need to organize, protect, and plan for your second half of life.

February 17, 2024

Central Region Pre-Retirement Workshop

“Critical Conversations:  Income & Expenses in Retirement” 

Social Security, Investment Considerations, and the Threat of Long-Term Care Costs.

February 24, 2024

Central Region Pre-Retirement Workshop

“PSERS Retirement Classes & Benefit Options”