Tuesday, February 1, 2011

2/23/11 Mosher Financial Workshop Wednesday

Surviving in Difficult Times

Mosher Financial Group is conducting a series of financial workshops,
helping OEA members retire well. Mosher Financial is an OEA preferred provider, assisting thousands of Oakland teachers with
financial and retirement planning services since 1981.

Wednesday, February 23rd, 2011
CalSTRS Workshop
CalSTRS Formula and Options
Defined Benefit vs. Defined Contribution Plans
DBS Account. and other CalSTRS changes for 2011
Inflation Protection - Pension Maximization

To RSVP, or for more information:
Call (415) 255-9177 or (510) 272-4426 or email info@mosherfinancial.com
Workshops are held at the
Oakland Education Association Center
272 East 12th Street, Oakland, CA 94606

Visit www.mosherfinancial.com to learn more about us,
and to find out about these and other events and workshops.

Workshops are free and everyone is welcome

Upcoming Mosher Financial workshops at the OEA Office (4:30 - 6 PM):

Wednesday, March 23rd, 2011
403(b) Plans and Retirement Security
Investment Options - Making the Right Choices
Roth-403(b) Plans
Alternative Plans - Roth-IRA, 457 plans
Customizing your Pension Plan
Protecting your Nest Egg from Inflation
Wednesday, April 20th, 2011
Retirement Strategies for Life
(For employees retiring this year)
Today's Challenges in Retirement
Choosing the CalSTRS Option
Asset Re-Allocation and Distribution Planning
Making Sure Your Money Does Not Retire When You Do
Wednesday, May 18th, 2011
Planning for Financial Security
Cash and Risk Management
Tax Planning
Investment Planning
Estate Planning Issues

Oakland Education Association
272 E. 12th Street
Oakland, California 94606