GOER Pre-Retirement Planning 2-day Program

We are pleased to let you know that the Governor’s Office of Employee Relations (GOER) Work Life Services (WLS) will again offer virtual Spring 2023 NYS Pre-Retirement DIRECTIONS Sessions from February – June 2023. Using the WexEx platform, these live sessions will be conducted bi-weekly over 2 days using the following schedule and agenda:

These important and informative DIRECTIONS webinars will provide the exact same live training as the in-person seminars including the same valuable information as provided by the same presenters.  As these are popular events, prior attendance rules will continue to apply.  All employees will only be able to attend one (1) complete webinar session, one (1) time in their career. And, when live seminars do safely return, employees who attended these webinars will not be permitted to register and attend the live seminar.

Prior eligibility criteria will also remain consistent. One (1) attendance in their employment career is open to any employee who

  • is at least 50 years of age and
  • is eligible to retire in 5 years

These popular DIRECTIONS webinars are provided to NYS agencies state-wide.  So, with extremely limited availability, we ask that registrants be mindful of their reservation and required attendance at both sessions.  

Please Note: this program is primarily geared towards ERS/TRS members and the pension portion of this presentation will not pertain to SUNY ORP members. In addition, attendance to this program will require prior supervisor approval.

Session Dates:

February

Webinar Session I: Feb 21st & Feb 22nd  

March

Webinar Session I:  Mar 7th & Mar 8th   

Webinar Session II:  Mar 21st & Mar 22nd  

April

Webinar Session I: Apr 4th & Apr 5th   

Webinar Session II: Apr 18th & Apr 19th 

May

Webinar Session I:  May 2nd & May 3rd                          

Webinar Session II:  May 16th & May 17th   

Webinar Session III:  May 30th & May 31st   

June

Webinar Session I: June 13th & June 14th                        

Webinar Session II:  June 27th & June 28th  

Regular Bi-Weekly Agenda:

Tuesday - Day One

10:00 am - 10:30 am                     Overview: Self-Help Guide

10:30 am - 11:30 am                     NYS Deferred Compensation Program

11:30 am - 11:45 pm                     Break

11:45 pm - 1:30 pm                       New York & Local Retirement System

Wednesday - Day Two

10:00 am -10:15 am                      Overview: NYS Pre-Retirement Planning Website

10:15 am - 11:15 am                     Social Security

11:15 am - 11:30 pm                     Break

11:30 pm - 1:00 pm                       Health Insurance (NYSHIP)

If you are interested in attending one of these 2-day DIRECTIONS seminars, please complete this form. If you have any questions, please contact Human Resources at hr@oswego.edu.

Please Note: the deadline to register for any full session is two (2) weeks prior to the session start date. Please provide Human Resources with enough time to submit your request before the registration deadline.

**Please keep in mind that there is a limited amount of seats available to all SUNY Wide employees. If the session you selected is full, you will be put on a waitlist.**

If you have any questions, please feel free to contact the Office of Human Resources at 315-312-2230 or hr@oswego.edu.

Please visit the HR announcements page for the most up-to-date information from the college’s Human Resources and Payroll Offices.

Date Posted: 1/26/2023