SFERS Retirement Webinars
Planning pays! It’s never too late or too early to plan for retirement!
SFERS offers seven retirement webinars aimed at helping you achieve your retirement financial goals. Each webinar is designed to assist in your decision-making process as you travel along your retirement planning journey. A brief description of each webinar is provided below:
SFERS New Member Webinar Designed to help members understand what the pension is and how it works. Open to any SFERS member who wants to learn about the benefits offered under the SFERS pension plan and how to access resources to jump-start the retirement planning process.
Session I – Path to Retirement
Discover what it means to be “retirement ready”. Learn about your SFERS benefits and how to find the information you need to navigate your retirement journey.
Session II – 5 Years from Retirement
Review the steps to prepare for retirement, understand how your pension is calculated, and uncover strategies to maximize your retirement income
Session III – One Year from Retirement
Find out what you need to do to prepare to retire, the resources available to enhance your pension, the types of Retirement Benefits we offer, and benefits available from partner agencies
Session IV – The Retirement Application
In this session we discuss the application process including the retirement counseling appointment, choosing your retirement date, estimating your final benefit, choosing a benefit payment option, taxes, lump-sum vacation payout to the SFDCP, and applying for retiree healthcare, Social Security benefits, and Medicare
Session V – After Retirement
Learn what happens after retirement such as your final benefit calculation, setting up direct deposit, working after Retirement, COLAs, and survivor benefits
Session VI – The SFDCP
This webinar covers voluntary contributions toward retirement savings, lump-sum vacation rollovers, distribution options, and taxes
The retirement planning webinars are offered one each week over seven weeks, four times a year, as well as three stand-alone sessions for members planning to retire before June 30th. All webinars are presented via MS Teams, from 12:00 pm to 1:00 pm. You may attend one or all seven sessions. There is no fee to attend the webinars, but space is limited and attendance is on a first-come, first-served basis.
Reserve your space for the SFERS Retirement Webinar(s).
Download our MS Teams Resource Guide to help you prepare for the webinar.
2023 SFERS Retirement Webinar Schedule
| New Member | Session I: Path to Retirement | Session II: Ready to Retire 5 Years Until Retirement | Session III: Ready to Retire 1 Year Until Retirement | Session IV: The Retirement Application | Session V: After Retirement | Session VI: The SFDCP | |
|---|---|---|---|---|---|---|---|
| Pre-Retirement | 1/18/2023 | ||||||
| Spring | 2/1/2023 | 2/8/2023 | 2/15/2023 | 2/22/2023 | 3/1/2023 | 3/8/2023 | 3/15/2023 |
| Pre-Retirement | 4/12/2023 | 4/19/2023 | |||||
| Summer | 5/3/2023 | 5/10/2023 | 5/17/2023 | 5/24/2023 | 5/31/2023 | 6/7/2023 | 6/14/2023 |
| Fall | 8/16/2023 | 8/23/2023 | 8/30/2023 | 9/6/2023 | 9/13/2023 | 9/20/2023 | 9/27/2023 |
| Winter | 11/1/2023 | 11/8/2023 | 11/15/2023 | 11/22/2023 | 11/29/2023 | 12/6/2023 | 12/13/2023 |
Working today for a secure tomorrow. Discover the benefits of SFERS!