Financial Mastery & Retirement Webinar Two-Part Series

LACERS Retired Members

Retiree Event / LACERS Well

Join us for a two-part Financial Mastery & Retirement Webinar Series for LACERS Retired Members presented by 4 Square Financial Literacy Partners, Inc. taking place on July 7th (Part 1) and 14th  (Part 2)  from 10 am – 12 pm. In this webinar, you will gain a greater understanding of your hard-earned benefits packages to help you become better prepared for life events, increase savings, reduce debt, and identify waste and other eroding factors that can reduce wealth.  All registered attendees will automatically be entered into a raffle for gift cards. 

Part 1 – Financial Mastery Webinar will cover:

  • Introduction, Money is not Math
  • Coordinating your Sources of Retirement Income:
    • LACERS pension
    • Social Security
    • Withdrawal from your deferral accounts (deferred comp)
    • Other employment 

Part 2 – Financial Mastery Webinar will cover:

  • Part 1 – Recap
  • Federal & State Taxes
  • LACERS Medicare Requirements
  • Estate planning considerations:
    • Self
    • Grandkids
    • Inheritance from others

Registration: You can register online through your MyLACERS account or by calling LACERS at (800) 779-8328, RTT (888) 349-3996. If you need assistance with registration, you may send an email to LacersWell@lacers.org. You will receive Zoom information upon registration and an email reminder one day prior to the webinar. 

Disclaimer: 4 Square Financial Literacy Partners, Inc. has been authorized by the Los Angeles City Employees’ Retirement System (LACERS) to provide educational seminar content to its Members regarding benefits available as a LACERS Member.  4 Square Financial Literacy Partners, Inc’s provision of workshop content to LACERS Members is not an endorsement of 4 Square Financial Literacy Partners, Inc. over other financial professionals.  LACERS is not affiliated with 4 Square Financial Literacy Partners, Inc., or with any 4 Square Financial Literacy Partners, Inc. affiliated companies.

Webinar material is designed to provide accurate and authoritative information with regards to the subject matter covered and is not rendering benefit, legal, accounting, or tax advice.  For answers to specific questions and before making any decisions please consult with your financial advisor, tax professional, or for benefits-related questions, your association or with the LACERS staff.  Not affiliated with JP Morgan or Social Security.

 

Log in