Retirement Planning Seminars

NYSTRS' daylong Retirement Planning Seminars are designed to help members prepare for retirement. Among the topics discussed during these group sessions are:

• Retirement Income: Your NYSTRS pension, Social Security and personal savings.
• Benefit Payment Options: A review of your pension payment choices, including a comparison of option selections and private life insurance.
• Adjusting to Retirement: Acclimating to the emotional and physical changes you face in retirement.
• Legal Considerations: Maintaining essential estate planning documents and planning for possible long-term care.
• Financial Planning: Comparing income and expenses before and after retirement; the basics of tax-deferred annuity accounts; and, getting financial planning assistance.

These seminars are not designed for individual retirement counseling.

The schedule for sessions to be held this fall (October - December) will be posted in mid-September.

Making a Reservation

You now have two ways to make a reservation for a Retirement Planning Seminar:

1. Online using your MyNYSTRS account. After logging into your account, select the "My Tools" tab and then "Schedule Appointments." (If you don't already have an account, take a tour.)
2. By calling NYSTRS at (800) 356-3128, Ext. 6180 weekdays between 8:30 a.m. and 4:15 p.m. Please provide your:
   • NYSTRS EmplID or Social Security number;
   • Date of birth; and,
   • Home address and telephone number.

If your spouse/companion is attending and is also a member, please have the above information available for him/her as well.

Please bring your most-recent Benefit Profile to the seminar.

If you make a reservation and subsequently cannot attend, please cancel by calling the number above or via your MyNYSTRS account so your place can be made available to another member.

Future Seminars

The following chart indicates when the schedules of other seasonal sessions will be posted.

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