Partners in Education: The Retirement Puzzle

Date: 
Thursday, June 20, 2013

Presented by CASBO Premier Plus Partner
Ron Larson, Market Alliance Consultant, The Horace Mann Companies
 
School business officials work hard to provide educators in their districts with an atmosphere in which they can thrive professionally and personally. Many educators find their retirement system puzzling and want to learn more. Horace Mann agents offer CalSTRS and CalPERS workshops to help school employees build financial literacy on their state-specific retirement benefits. Ron Larson takes you through an excerpt from Horace Mann’s CalSTRS workshop, which covers the following topics:
Membership
Contributions
Vesting
Benefit factors
Beneficiary
Survivor benefits
Service retirement
Early retirement
Payment plans
In addition, Mr. Larson introduces four educational workshops geared toward CASBO members and offered at Regional Section meetings: "Maximizing the benefits and savings potential of a Section 125 plan”; "What you need to know about your 403(b) plan”; "‘(b) Prepared’ workshop – tips and tools for surviving an IRS 403(b) plan audit”; and "Free funding for classrooms utilizing DonorsChoose.org”. Mr. Larson helps Horace Mann agents build relationships with school districts throughout California. Mr. Larson and Horace Mann are proud to maintain a strong relationship with CASBO as a Premier Plus Partner.
Horace Mann, an insurance company Founded by Educators for Educators®, provides school districts and their employees with solutions designed to maximize savings, enhance benefits and support the mission of public education. The company offers retirement system workshops, flexible benefit plan services and convenient payroll payment options for auto and life insurance and 403(b) annuities. And they help support educators through teacher recognition programs, student attendance incentive programs, and DonorsChoose.org (funding for classroom projects).
To learn more about Horace Mann’s educational workshop topics and availability
Please contact Ron Larson
ron.larson@horacemann.com
951-551-6979 Cell
http://www.horacemann.com/
 

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