#CATCA2017: Full Schedule

9:00am MST

Your Pension Matters

The session is of interest to teachers of all ages and is a general overview of the teachers’ pension plan. The presentation will include information on beneficiaries, pensionable service and salaries, calculating your pension, your pension options and steps to retirement.?

Speakers

Linda Lau

Thursday February 23, 2017 9:00am - 10:15am MST
2501 Red Deer College

Pension, Division 1, Division 2, Division 3, Division 4

10:45am MST

ATRF and My Retirement Plan

How should my ATRF pension fit into my overall retirement plan? RRSP versus TFSA...which if right for my/our situation? CPP...should I start receiving at age 60 or wait until age 65? Understanding your pension options. What does COMMUTED VALUE and TERMINATION BENEFIT mean? Is there any scenario where it makes sense to transfer my pension out of ATRF?

Speakers

Ryan Metzger

Executive Financial Consultant, Oxley Metzger & Associates Private Wealth Management

As a CERTIFIED FINANCIAL PLANNER professional, I specialize in high net worth portfolio management, providing sound advice and financial support to retirees, business owners and professionals. My philosophy is simple: put people and service first. Life is rich and varied. Your financial... Read More →

Bill Musselman

Associate Consultant, Oxley Metzger & Associates Private Wealth Management

Bill Musselman is an integral part of the Oxley Metzger & Associates Private Wealth Management team. Having worked with Investors Group since 1994 and with the team since 2002, Bill specializes in client servicing and preparing detailed financial plans while supporting the team with... Read More →

Thursday February 23, 2017 10:45am - 12:00pm MST
2501 Red Deer College

Pension, Division 1, Division 2, Division 3, Division 4