Each year, you are eligible to receive a no-cost, one-to-one consultation to address your State, Federal, and individual retirement benefit questions.
During your meeting, you will receive education on how to coordinate your PERS or OPSRP pension with your Social Security benefits, when applicable. You will also receive a personalized pension projection that outlines your expected income at retirement and the additional service time that may be required to reach your goals.
Appointments are conducted via Zoom and typically last 30 to 60 minutes. When scheduling, please include your direct cell phone number so we can confirm your appointment and provide reminders.
CONTACT US
Select a convenient appointment date and time, complete the form, and click Schedule Meeting. You will receive a confirmation with the Zoom details.
This no-cost, one-to-one session will address your State, Federal, and individual retirement benefit questions, including coordination of PERS or OPSRP, 403(b) and 457(b) options, and, when applicable, Social Security.
Licensed representatives are not employees of the school/district, the State of Colorado, PERS, or OPSRP. This communication is for educational purposes only and does not constitute tax, legal, or investment advice.