07.12.2024: [EXT] ASRS-Pension Review
From: <Name Removed><Email Removed>
Date: Fri 7/12/2024 7:51 AM
Subject: [EXT] ASRS-Pension Review
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External Email
Hi,
My name is <Name Removed>, and I help educate ASRS employees with regards to the Arizona State Retirement System, Pension Benefits Plan.
I am currently meeting virtually with Educators in University of Arizona.
If you’re age 55 or older or nearing retirement, I can help you navigate the often confusing process of maximizing your pension income as well as income from your 403b/457
accounts.
I believe that as some of the most valuable members of our community, who give unselfishly and passionately your time, experience and expertise to help our students learn and grow, you should have access to the best support when it comes to planning your life after teaching.
During our meeting, we will cover the following agenda items:
● When is the soonest you are eligible to retire?
● How much is your pension going to pay you?
● Do you qualify for social security benefits?
● Do you get both a pension and social security?
● How much income will your 403b or 457 provide you in retirement?
Here is my calendar link to select a day & time that works best for you.
ASRS Pension Review <Link Removed>
Our Financial Education Program of Arizona is an organization whose main purpose is to provide education for district employees regarding their ASRS pension plan and supplemental options. Most educators have little to zero knowledge of how the ASRS pension plan works, so our representatives help educators know when they can retire. No financial products are solicited on our initial meetings, but educators can seek more information on available financial products on a separate meeting. No educator is obliged or required to buy financial products in exchange of the financial information that we provide. Our representatives are not representing or affiliated in any way with ASRS, so we do not have access to ASRS members’ retirement accounts or make recommendations that are not endorsed or approved by ASRS.
I look forward to helping you!
<Name and Identifying Information Removed>
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