Mid-Career Oregon PERS Members | Free Financial Planning & Retirement Webinar

Описание: If you're a mid-career Oregon PERS member, this 60-minute webinar (recorded May 1, 2025) is designed to help you make informed, confident financial decisions during a pivotal stage of your career.

Led by Brenna Baucum, CFP® and founder of Collective Wealth Planning, this session walks through key strategies to maximize your PERS benefits, align your investments, and build a resilient financial plan.

📌 What you’ll learn:
✔️ How to understand and monitor your PERS pension, IAP, and OSGP accounts
✔️ What to consider when changing jobs or leaving PERS employment
✔️ Tips for consolidating outside investments and managing risk
✔️ Big-picture planning guidance that ties together taxes, Social Security, and long-term goals
✔️ When and how to seek advice from a financial professional

Whether you're just starting to think about retirement or want to ensure you're on the right path, this webinar offers practical insights and next steps to help you grow your financial confidence.

🔗 Learn more or connect with us at: https://collectivewealthplanning.com

0:00 Introduction
05:05 Your Core Oregon PERS Benefits - the pension & IAP
07:45 Your Oregon PERS Pension
10:37 Your Oregon PERS Individual Account Program (IAP)
14:58 Your other options to save with Oregon PERS
19:40 Leaving Oregon PERS employment
21:19 Retiring from Oregon PERS
23:35 Working after you've retired from Oregon PERS
26:24 Life transitions like divorce, widowhood, marriage and disability
29:41 Managing investments outside Oregon PERS accounts
33:34 Big picture planning - how this all fits together
36:32 Action item 1 - reviewing your annual statement from Oregon PERS (annually in May)
38:27 Action item 2 - reviewing your 403b/457b statements (quarterly)
39:58 Action item 3 - checking your IAP investment strategy (annually in September)
41:03 Action item 4 - pulling informal benefit estimates (anytime)
42:27 Action item 5 - requesting a formal benefit estimate (2 years from retirement eligibility)
43:47 Action item 6 - get a plan in place (when you're ready)
47:49 Questions & answers

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