Financial Planning

As you run through your busy daily routine taking care of kids, work, school, meals and homework, there is little time to think about the big picture. The idea of achieving balance in any part of your life may seem far-fetched.

Problem is, life catches up with you if you don’t have a master financial plan. With some pre-planning and knowledge about things like budgeting, insurance, estate planning, and saving for retirement, you can make a major difference in your long-term financial outlook – no matter what your current life stage.

Our focus remains helping you plan for and enjoy a happy and financially secure retirement. Since we live the same crazy lifestyle you do, we decided to take it one step further and do our part to help you find balance in your financial, family and retirement “lives” early.

Project Balance, our new education program, is designed to provide the basic information and resources you need now to develop a balanced financial plan for you and your family, so when retirement approaches, you are ready on all fronts.

Learn more about:

• How a comprehensive financial plan builds financial security and peace of mind
• The importance of finding a reputable financial planner who has your best interest in mind
• How to protect yourself from identity theft, and what to do if your identity is stolen
• How to protect your loved ones by keeping beneficiary designations up-to-date, carrying appropriate insurance and planning your estate early
• The true value of a guaranteed lifetime PSRS retirement benefit, disability benefits and beneficiary protection
  

Project Balance is a free education program designed for all members and perfect for Professional Development Days! Call today to set up a Project Balance experience at your school district during the 2010-2011 school year.