WELCOME BACK TO SCHOOL
rESOURCES FOR THE
pEOPLE wHO sHAPE
THE fUTURE
Trusted resources for retirement, financial wellness, protection, legacy planning, wellness, grants, scholarships,
and more.
WELCOME BACK TO SCHOOL
rESOURCES FOR THE pEOPLE wHO sHAPE THE fUTURE
Trusted resources for retirement, financial wellness, protection, legacy planning, wellness, grants, scholarships, and more.
START THE 2026 - 2027 SCHOOL YEAR
WITH GREATER CLARITY
Your career, benefits and future deserve the same thoughtful attention you give others. This season, take care of you as you take care of others as you do.
HOW WELL DO YOU KNOW YOUR RETIREMENT OPTIONS?
Retirement systems for educators vary widely by state, tenure, and employment history. Many faculty members are unsure or in a strategy that is outdated or not cohensive to what their goals and wants are.
START THE 2026 - 2027 SCHOOL YEAR
WITH GREATER CLARITY
Your career, benefits and future deserve the same thoughtful attention you give others.
This season, take care of you as you take care of others as you do.
Understanding Your Retirement Framework
Retirement systems for educators vary widely by state, tenure, and employment history. Many faculty members are unsure about:
Social Security participation status
Pension formula calculations
Portability when changing districts or states
Income replacement ratios
Supplemental account coordination (403(b), 457, IRA)
Tax exposure during retirement
*Research and supporting documentation available upon request.
HOW WELL DO YOU KNOW YOUR RETIREMENT OPTIONS?
Retirement systems for educators vary widely by state, tenure, and employment history. Many faculty members are unsure or in a strategy that is outdated or not cohensive to what their goals and wants are.
Strategy Review Includes
Pension structure and projected income analysis
Supplemental retirement account coordination
Social Security participation review
RETIREMENT INCOME TIMING & SEQUENCING
Tax exposure overview
Survivor and legacy considerations
Risk exposure within current structure
financial wellness & debt snapshot
Strategy Review Includes
Pension structure and projected income analysis
Supplemental retirement account coordination
Social Security participation review
RETIREMENT INCOME TIMING & SEQUENCING
Tax exposure overview
Survivor and legacy considerations
Risk exposure within current structure
financial wellness & debt snapshot
THIS REVIEW MAY BE HELPFUL IF...
You have 3+ years in education
You have changed districts or states
You are within 10 years of retirement
You are evaluating retirement income replacement
You are uncertain about long-term projections
You are managing cash flow or debt
Your risk tolerance has not been reviewed in the past year
THIS REVIEW MAY BE HELPFUL IF...
THIS REVIEW MAY BE HELPFUL IF...
You have 3+ years in education
You have changed districts or states
You are within 10 years of retirement
You are evaluating retirement income replacement
You are uncertain about long-term projections
You are managing cash flow or debt
Your risk tolerance has not been reviewed in the past year
what to expect
01
REVIEW
REQUESTS
Choose a convenient time.
02
PREPARE
Have available any information you would like to discuss.
03
MEET AND
REVIEW
Discuss your goals, questions, and current strategy.
04
RECEIVE YOUR SUMMARY
Leave with clear observations and possible next steps.
what to expect
01
REVIEW REQUESTS
Choose a convenient time.
REVIEW
REQUESTS
Choose a convenient time.
02
PREPARE
Have available any information you would like to discuss.
PREPARE
Have available any information you would like to discuss.
03
MEET AND REVIEW
Discuss your goals, questions, and current strategy.
MEET AND
REVIEW
Discuss your goals, questions, and current strategy.
04
RECEIVE YOUR SUMMARY
Leave with clear observations and possible next steps.
RECEIVE YOUR SUMMARY
Leave with clear observations and possible next steps.