Advisor, winter 2012, v.4 no.1

              Announcing 2012 Spring
Seminar Series…
We are happy and excited to announce the next series of Pre-Retirement Planning Seminars. Due to the overwhelming response we received last season, we want to continue to focus our efforts on educating our clients about the retirement process.
At the seminars planned for early this Spring, we will provide individualized account information along with essential retirement planning information to include:
• How to determine retirement eligibility
• Retirement benefit calculation method
• Retirement plan options
• Post retirement employment guidelines
Key-note speakers representing OTRS, Social Security and ING will offer sound advice for future retirement solutions.
This year’s format will be somewhat different. We will host three separate seminar sites while video conferencing to two additional sites throughout the state of Oklahoma. Utilizing this technology, we expect to significantly increase the number of clients served in comparison to previous, more traditional methods.
In the weeks to come, additional information about the seminars will be mailed to your employer, posted on our website, and placed on our Facebook page at facebook.com/ok.TRS. Pre-registration will be required.
Advisor
Winter 2012 / Volume 4 Issue 1
the
Quarterly Newsletter of the Oklahoma Teachers Retirement System
Board of Trustees
Chair
Michael L. Simpson, Ed.D
Vice Chair
Gary L. Trennepohl, Ph.D.
Secretary
Bruce DeMuth
Members
Sherrie L. Barnes
Cathy A. Conway
Vernon Florence
Jill Geiger
Richard Gorman
Stewart E. Meyers, Jr.
William L. Peacher
Jonathan Small, CPA
James E. Smith
Billie C. Stephenson
Executive Director
James R. Wilbanks, Ph.D.
Assistant Executive Director
Joe Ezzell, CPA