A Retirement Readiness Call is your opportunity to ask questions and see if we’re a great fit to help you navigate retirement.
The first step is to choose your date and time. You can self-schedule online below. While setting up your call, you will choose either a phone call or Zoom meeting. You’ll receive a follow up email confirming your date and time and an introduction to your advisor.
Next, you’ll receive an email with a list of information and documents to gather before your call. These include your most recent PSERS Statement of Account and your Retirement Estimate, if necessary.
During your Retirement Readiness call, we’ll will help you make sense of your PSERS benefits, answer your questions and guide you on the next steps you should take in the retirement process.
We’re ready if you’re ready! All you need to do to get started is self-schedule your no-cost Retirement Readiness Call. We’ll handle the rest.