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Preparing for Retirement
Tuesday, August 31, 2021, 10:30 AM - 12:45 PM CDT
Category: Professional Development

Join BOK Financial and PEERS/PSRS to start preparing for your retirement.

10:30-11:30 am
Want Peace Of Mind? Get Into Financial Shape!
Brandy Marion, BOK Financial Senior Vice President, Manager, Retirement Plans Education & Training

People who are serious about improving their physical health know that it requires effort and a series of small steps taken over time. It’s much the same with improving your financial health. The Employee Benefit Research Institute’s “2019 Financial Well-Being Survey” reports that 25% of workers say they are distracted by financial issues at work. Also, 42% of workers say that they plan to retire later than previously planned.

Join us as a BOK Financial representative covers the following topics:
· Budgeting & Saving
· Managing Debt
· Understanding & Using Credit
· Tools & Resources

11:45 – 12:45 pm
PEERS Education Essentials
Amanda Wooten, PSRS/PEERS Member Education Supervisor

Our Education Essentials presentation focuses on the important benefits of being part of a defined benefit plan and goes over information you need to know for any stage in your career. Topics covered include retirement eligibility, calculating benefits, types of plans offered, purchasing service and educational opportunities.