Events

PERA & The Impact on Your Retirement

Virtual Presentation. Once you register, you will receive a zoom link to join the educational meeting.

PERA and 3 Things You Must Know about Your Retirement:

  1. COVID19 and how your pension can be impacted
  2. Maximization of Benefits: Knowing the benefits available and applicable to you.
  3. Strategize your Pension, Social Security, other Assets, and Tax Management: There are many options, however, what suits your retirement goals and financial objectives?

The goal of this presentation is to provide you with facts that will trigger more questions related your unique situation. Only then, you will know what you do not know. We will provide you with tools to help you identify the most important parts of your retirement planning. For example, budget, inflation, longevity, taxes, special needs family members, inheritance, blended family, other pension, Social Security, health insurance, age to retire, and other. Having this information would empower you to strategize your financial plan. Even though you are a PERA member, your financial plan may need to be very different than another PERA member.

If you are a spouse of a PERA member, you must learn how the pension works.

Nohemy Montes has coached her clients in the financial arena for over 15 years. She takes an all-embracing approach to guide you in the management, accumulation, and distribution of assets while preparing to retire and in retirement. Due diligence regarding changes in regulations as far as pension planning, tax management, and estate planning is crucial to a successful wealth management. Nohemy’s background is in Law, Economics, and Finance. Her passion is to empower her clients to be confident in pursuing their financial goals.

When: Tuesday, February 23, 2021 - Noon to 1:00 p.m.
Where: Virtual
Please RSVP or Enroll to receive your zoom link
Host: Mont Wealth Financial Advisors
Phone: 719-302-3004
Directions: To RSVP:
Email: info@montwealth.com
Call: 719.302.3004
Enroll via clicking in the Enroll Now Button above