Friday, October 19, 2018

Pre-Retirement Seminar #6: Job Well Done

Matt Wiser, of Cornerstone Wealth Strategies, presenting,  "Social Security & Financial Planning." 

BFSRA sponsored its 6th Pre-Retirement Seminar, October 18th, at the ESD in Pasco. These seminars began in 2014 (we held two in 2015), and to date we estimate approximately 750 overall, soon-to-be-retirees, have attended overall. 

We didn't get an accurate head-count on this one, but we estimated approximately 150 in attendance, and with the help of  WSSRA Executive Director, Dr. Alan Burke, and his fresh $10 bills for any new member sign-ups, we collected 29 new members. 

Congratulations and thanks to Elaine Banks, Jim Bumgarner, Dottie Stevens, Victoria Russell, Ardith Eakins, and in absentia, Donald Parks, for their leadership, assistance and help offered.

Thank you's also go to ESD 123, from set-up to take-down, Matt Wiser, CornerstoneWeatlh Strategies; Dr. Alan Burke, WSSRA Executive Director; Larry Cade, Washington State Health Care Authority; Catherine Cadoo, Dept of Retirement Systems Plans II & III; Rohn Rutledge and Jeff Burgess, AMBA Representatives; Kristin Faris, VEBA; and Bob Fox, DRS Plan I. 


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