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RESOURCES

I believe that successful people should never stop learning. That's why I'm pleased to share with you relevant videos, articles, and helpful tools. It's my hope for you that you will gain valuable insight into retirement planning and financial wellness. If you have questions or would like more information after visiting this portion of my website schedule a one-on-one meeting with me.

STATE RETIREMENT SYSTEMS
VIDEO RESOURCES

Welcome to CalSTRS
Understanding the formula - CalSTRS 2% at 60
Understanding the formula - CalSTRS 2% at 62
Outdated* The Gap
03:58
Retirement benefits calculator
Working after retirement
Outdated* Your CalSTRS Retirement Progress Report
04:43
Your CalPERS Pension
Getting Started
Planning Your Financial Future
CalPERS Quick Tip | Understanding Your Benefits
CalPERS Quick Tip | Retirement Estimate Calculator
CalPERS Quick Tip | Retirement Calculation Factors
CalPERS Quick Tip | Cost-of-Living Adjustment (COLA)
CalPERS Quick Tip | Working After Retirement
TRS Retirement Readiness: Mid Career
04:51
TRS Retirement Readiness: Early Career
04:18
Need Help? Learn About TRS Services
05:18
Steps to Retirement
04:54
What Tier Am I?
03:53
Selecting a Retirement Benefit Option
05:01
Understanding Your Member Statement
05:20
Naming a Beneficiary
04:51
Your Benefits As An ASRS Member (Rev. Oct 2019)
04:52
ASRS Service Center - Part 1: New Members
02:31
ASRS Service Center - Part 2: Mid-Career Members
01:14
ASRS Service Center - Part 3: Members Approaching Retirement
02:40
Route 4: Next Exit Retirement (Rev. Sept 2021)
48:26
Calculating Your ASRS Contribution (Rev. Oct 2019)
04:25
What does “Vesting” mean with the ASRS
07:50
Your ASRS Defined Benefit Plan Explained
05:42
Member Contribution Plans
02:16
Retirement Eligibility
01:20
Benefit Calculations
01:34
Plan Structure
00:31
Retirement Options
02:44
Increasing Service Credit
01:15
Supplemental Savings
00:28
Retirement Application Process
01:30
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