The Truth About Your Pension Benefits

(Video 33 mins)

DOWNLOADS

AARP Article CLICK HERE
SHRM Article CLICK HERE
Supreme Court Document CLICK HERE
CommonSpirit Unaudited Pro Forma Annual Report

It Can Happen To You

Watch this short video (5 mins) to learn about real life examples of healthcare employees that were counting on their pensions for retirement and ended up losing their promised benefits.

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God’s (Pension) Plan: ERISA Church Plan Litigation in the Aftermath of Advocate Health Care Network v. Stapleton CLICK HERE

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Retirement Planning Checklists

(Video 10 mins)

DOWNLOADS:

Should I Take My Pension as a Lump Sum?
Goal Planning and Monitoring Worksheet
Master List of Goals
What Issues Should I Consider Before I Retire?
2022 Important Numbers
Will I Be Enrolled in Medicare Automatically?
Will My Social Security Benefits Be Reduced?
What Issues Should I Consider When Purchasing Long Term Care Insurance?
What Issues Should I Consider During a Recession or Market Correction?

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