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PERSI representative to present workshops
on retirement options

PERSI’s Mike Mitchell of the state Public Employee Retirement System of Idaho (PERSI) will conduct the popular “Planning for the Beach” and “Cruisin’ to the Beach” workshops at ITD Headquarters.

“Planning for the Beach” is intended for newer employees and those who require a better understanding of what our retirement system is about.

“Cruisin’ to the Beach” focuses on how to make smart investing decisions that will help employees meet their goals for their future retirement.

Both workshops are free, and there is no registration required.

Planning for the Beach
Tuesday, Oct 27
10 a.m. to 11:30 a.m.
Headquarters Auditorium

Topics:

• PERSI Base Plan: Retirement, disability, death & separation benefits, and more
• PERSI Choice 401(k) Plan: Eliminate debt, eligibility, gain sharing, investment options, withdrawals, etc.
• Investment education: Risk tolerance, asset allocation, future projections and much more

Cruisin’ to the Beach
Thursday, Oct 29
10 a.m. to 11:30 a.m.
Headquarters Auditorium

Topics:

• Getting started: Mapping your route, risk tolerance, taxes
• Investment vehicles: 401(k), 457, 403(b), Roth IRAs, differences, choices within each
• Financial basics: Strategies, fees, investment styles, historical returns
· Asset allocation: Removing the mystery, getting it right for you, hands-on exercise and more