Pera Legislative Updates & the Impact to Your Retirement Strategies
1175 Chapel Hills Dr.
Colorado Springs, CO 80920
In this workshop, you will learn about PERA Legislative updates and the positive or negative effect to your retirement goals. In addition, you will gain a full understanding regarding PERA spousal survivor benefit and how each option is a great option, if….. there is always the if, right? We will talk about how PERA and Social Security work in combination and the potential retirement income decrease you may have in the future. Learning about your options is a key factor.
We will explain ways to successfully manage 3 key factors that will guide your financial success: Maximization of your pension; how does it work and how do you make it work for you?; longevity and Inflation; and your retirement tax liabilities including the changes in the laws from December 2017.
Nohemy Montes is the President and Senior Financial Adviser for Mont Wealth Financial Advisors. She has a Bachelor of Science in Business Administrations with a Major in Economics as well as a Law Degree and Securities Licenses 7 and 66. Her passion is to empower people to be confident in reaching their financial goals. Montes received the 2017 Accolade as the Minority Business Owner.