Program Description
Event Details
Join us to find clarity about PERA and your retirement. During my 18 years of PERA retirement planning I have heard “I thought that I would be ok in retirement because I will have PERA” and I am not! For many, it is too late to maximize their pension, many have to go back to work. Plan ahead, come and learn!
PERA is a pension with 16 different schedules of benefits. Join us to find clarity and design the steps to take towards a true financial freedom.
There are many moving parts: Do you rely on PERA as your sole income in retirement? Are you a Safety Officer? Are you a teacher? Are you DPS? Did you earn social security credits? Do you qualify for social security retirement income? What about medical insurance and Medicare? Would inflation impact your retirement income? How can you minimize your tax liabilities in retirement? What is the best way to invest your investment accounts? Tax-sheltered, Roth, or what fits in your retirement? Are you planning on moving to another State after you retire? Do you plan on leaving a legacy? These and other questions will be addressed during this presentation.
Join us to this educational seminar presented by Nohemy Montes, JD, CPFA, President of Mont Wealth℠ a women-family-owned Financial Planning and Wealth Management Firm headquartered in Colorado Springs. Nohemy’s background is in Law, Economics and Finance. She is one out of ten kids, eight of those kids are women, and she has two daughters on her own, so empowering women is in her blood. Nohemy has been leading families and generations to financial independence for over eighteen years.