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New Summer Retirement Seminars at ERB

Paul Swanson, working from our Albuquerque office, is ERB’s Outreach Manager and has been presenting ERB’s retirement seminars for the past 6 years.

Past comments on the presentation have included: “This should be required for every educational employee when they are much younger”, “I didn’t know retirement could be this interesting”, and “Paul answered all my questions, I think I’m ready for retirement now”.

ERB is offering special summer seminars beginning this summer.  Since many educational employees have the summer off these seminars will be held during the day at two different Albuquerque locations. There will be three different seminars. Preregistration is required for all seminars. Maximum participants – 25. Minimum – 10. All seminars go from 9.00 am to noon.

Questions and Answers: Thinking About Retirement (June 2 and July 7)
In this session we will informally discuss NMERB retirement benefits including Retiree Health Care Authority benefits.
NMERB Albuquerque office at 6201 Uptown Blvd. NE Suite 204

Exercises from Ready or Not: Your Retirement Planning Guide (July 14, attention: July 14 cancelled!)
In this session participants will engage in interactive activities from 2 of the chapters from the book. Participants will receive a personal copy of the workbook. Be ready for an interactive session of discussion and small group work. There will NOT be a specific discussion of NMERB benefits.
NMERB Albuquerque office at 6201 Uptown Blvd. NE Suite 204

Financial Planning for Retirement ( July 21, attention: June 16 cancelled!)
In this session, held at the New Mexico Educators Federal Credit Union training center at 3434 Pan American NE, participants will receive specific information about their personal ERB pension benefits. Paul Swanson of ERB will discuss pension benefit options as well as overview New Mexico Retiree Health Care benefits. In the second part of the session Joe Dooley and John Habe, Financial Consultants with NMEFCU, will discuss how to prepare for the financial realities of retirement.
New Mexico Educators Federal Credit Union training center at 3434 Pan American NE

register online - click here

Fall Seminars

ERB presents two seminars that help guide members to informed choices concerning their educational retirement options. Introduction to your Educational Retirement Benefits covers your retirement benefits and helps you to make wise decisions considering those benefits. It is presented in 2 ½ hours on a weekday evening, typically from 4:30 to 7:00pm. Getting Your Ducks in a Row, in addition to the Retirement Introduction contents, includes information about Social Security, New Mexico Retiree Health Care Authority benefits, the New You – Aging Well, Estate Planning, and Financial Planning in Retirement. It is presented on Saturday mornings from 8:30 to 12:30.

Seminar materials including powerpoint slides and supporting materials help participants to make the most of their learning time. These seminars are for anyone even dreaming of their retirement in the distant future. Spouses are welcome.

All information in the seminars is of a general nature and specific, personalized, information should be requested from the ERB office nearest you.

The first scheduled fall seminar is in

Los Alamos, Thursday, November 13 from 4.30 to 7 pm.

You can register online for this seminar below.

 

To register fill out this form

Please do not register multiple times. If you want to register other people than yourself, please use their name. You may use your own e-mail. Thanks. Should you not see the confirmation page after you sign up, please try again later. If a seminar is full you will be waitlisted and may still be invited to come or we will let you know if we schedule any additional seminars in your area.

Registration may take between 30-60 seconds. You will see a message on top of the page telling you location and registration status.

Please select seminar
 
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Your e-mail will remain private and not be shared with any other organizations.
 

 
 

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New Mexico Educational Retirement Board (NMERB)
Managing the Retirement Assets of New Mexico's Educators
Santa Fe 505.827.8030
Albuquerque 505. 888.1560
Las Cruces 575.647.3313

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