We offer comprehensive understandable reviews of your pension benefits. A reasonable estimate of net take-home-pay will be calculated. The varied accounts will be clearly explained. Choices will be clarified. Beneficiary designations will be reviewed and updated.
RETIREMENT FORMS will be provided, completely filled out and NOTARIZED when needed. More recently digital submissions have been preferred.
After-school, weekend and holiday appointments are the first to be taken. Call ASAP to reserve a prime-time appointment that works for you. There are a limited number of such appointments available.
ATTENTION ELEMENTARY SCHOOL PRINCIPALS
If you are ai NYCESPA member, NYCESPA will reimburse you for your consultation with us. Thus you may have one more appointment over the three allotted by the CSA
Pension appoinments cancelled without 24 hours notice may be rescheduled subject to our availability...possibly during school hours.
ONE WEEK PRIOR TO YOUR SESSION EMAIL TO YOUR CONSULTANT:
What do I have to bring to a private consultation?
Semi-Annual Retirement Seminars are provided at no cost in Bayside Queens and Midtown Manhattan during March and October/November. Participation is by registration only. You may register by responding via the Contact Us section of this website or by calling 516-992-1696. On-Site Pension Workshops are available at no cost for faculty conferences, staffdevelopment days, retreats and any other gatherings of at least 25 members.