PRESENTER
Doug Orr, Chair, CFT Retirement Policy Committee

What’s the difference between “defined benefit,” “defined contribution,” and “cash balance” retirement plans? What does CalSTRS offer? What about Social Security, the Windfall Elimination Provision (WEP), and the Government Pension Offset (GPO)? What are traditional IRAs, self-directed IRA’s, 403(b) plans, 457 plans, and Roth versions of these plans? What’s an annuity? What can a financial adviser do for you? This session answers all these questions and more.

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About Our Trainings

When you register to attend this CFT Zoom training, you will receive email confirmation of your registration directly from Zoom. The email will contain the link to join the videoconference from your PC, Mac, iOS or Android device, as well as the phone number if you choose to call in for your audio.