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Pension Plan Facts and Myths - What You Need to Learn About Your Pension Plan

 

Separate pension myths from facts so you can retire when you want, how you want.

56% of individuals that can retire remain at work because of financial reasons. One of the perks of working is the ability to take pre-tax or after-tax dollars and place those in a retirement account. Many working in state institutions, universities, public schools, and first responders use a retirement package known as a pension. According to research, since 2017, only 16 percent of Fortune 500 companies offered a traditionally-defined benefit pension plan to new hires, a decrease from the 59% of that same group of employers that offered pensions in 1998. There are many issues with pension plans, from being underfunded to not providing enough income to meet retirement expenses. While there are some cons to pension plans, there are also some benefits - this course looks at both. If you are planning to retire or know someone ready to retire - you must attend this crucially important course.

Agenda

Faculty

Drew Stevens, Ph.D.

Drew Stevens, Ph.D.

Stevens Performance Group

  • Works with individuals and organizations that grapple with finances and transform them into wealthy professionals with the liquidity and lifestyle they desire to live with profound longevity in order to create a legacy
  • Has worked on Wall Street since 1985, helping portfolio managers, traders, brokers, and other investment professionals
  • His experience has enabled him to work with commercial and investment bankers, private equity, and venture capital, as well as to conduct several mergers & acquisitions
  • Has produced over $11 billion in revenue for organizations while always delivering to others
  • Contributed 14 books and over 4,500 articles and internet articles to stimulate others to increase their knowledge and awareness of the financial markets
  • Registered insurance professional and working actively towards his investment advisory certification
  • Well-known international keynote speaker and seminar producer

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