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| Meetings |
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| Pre-retirement Seminars: |
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| SBERA conducts a two-day seminar every year that is open to all SBERA Plan participants who are age 50 or older. The agenda addresses pertinent issues and the speakers are industry experts. Topics covered include: |
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Social Security | |
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Medicare | |
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Pension Plan | |
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401(k) Plan | |
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Estate Planning | |
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Investing for Retirees |
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We suggest that Plan participants attend these sessions when they reach age
50 and then again when approaching retirement. This year's sessions will be held
at the Marriott in Newton, MA on October 18 and October 25.
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| Regional Meetings |
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| SBERA conducts Regional meetings every year when there are new retirement updates. These meetings are designed to cover topical issues in the industry as well as enhancements to SBERA's products and services. The meetings are held in both eastern and western Massachusetts to make it convenient for all members to attend. The meetings provide an opportunity to network with other SBERA members as well as SBERA staff. As soon as the dates for the 2010 meetings have been confirmed, this site will be updated. |