Sign up today and join us for these candid, interactive online discussions!
There is no cost to participate in these sessions, please register to receive the zoom link prior to the session.
October 8, 2026 / 10 – 10:30 a.m.
Retirement Account Basics
Superintendents have complex contracts and can have complex retirement offerings. This discussion is designed to help you understand retirement account features such as contribution limits, tax implications, benefits of different types of retirement accounts, and establishing a strategy.
November 12, 2026 / 10 – 10:30 a.m.
Financial Planning – where to start:
We’ll tell you exactly what goes on in these meetings so that you’ll know if a financial planning analysis is right for you and how to prepare for it. (Note that a complimentary analysis is available to Legal Level II members).
December 2, 2026 / 10 – 10:30 a.m.
Job Changes: What do you need to know? (invite Jazz)
We don’t always plan to change positions, but, for a variety of reasons, it happens! Whether moving to another role, another district or to a whole new career completely, we’ll discuss the things you should consider.
January 7, 2027 / 10 – 10:30 a.m.
Medicare
This information-rich discussion reviews healthcare options and considerations for retirees both younger than 65 and beyond 65 (Medicare).
February 11, 2027 / 5:30 – 6:00 p.m.
For you and your someone special
Preparing for the inevitable is a tough discussion. It’s one that many people find difficult to have, especially with those closest to them. Invite your spouse, partner, parent or adult child(ren) who will be by your side and learn how to initiate an open, thoughtful dialogue with your family as you plan. Some topics covered: where to find important documents and key contacts; who should care for loved ones and minors; and who you want to handle decision-making if you become incapacitated.
March 18, 2027 / 10 – 10:30 a.m.
Income in retirement
Collecting income from a post-retirement job can impact your financial situation negatively if not planned accordingly. We’ll review how working post-retirement impacts your social security, taxes, and pension.
April 7, 2027/ 10 – 10:30 a.m.
Investments 101 and Market Update
Guaranteed income in retirement via pension and social security benefits is a wonderful thing. But how do you allocate your other investments to better complement your income streams? We’ll briefly review the types of investment accounts, how they work, and some allocation considerations. Then we will dive into the markets today and outline things you need to know.
May 13, 2027 / 10 – 10:30 a.m.
Legacy Planning
You’re fortunate to be building significant retirement assets as a NYS Superintendent. If the worst happens and you leave it all behind to beneficiaries, what do the different assets and retirement income streams mean to them? We’ll talk about pension implications, what you need to know about asset transfers to beneficiaries and, maybe most importantly, what it means to them.