NEA Retirement Specialist
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Exclusively for National Education Association Members and their families

NEA Members Benefits created this program in response to members’ feedback that they were tired of being bombarded by TSA salespeople.  Members were looking for unbiased, comprehensive retirement planning and advice, so NEA identified & selected independent financial advisors to represent their program in many school districts across the country.  These are called NEA Retirement Specialists.

As one of these Specialists, my job is to work with local association leaders to bring education to our educators through workshops and one-on-one Member meetings.  I get to know the members in my assigned school districts and identify their financial needs and objectives.

Then we work together to create a unique plan for pension maximization, lifestyle goals, and legacy planning.  Unlike the typical salesperson who signs members up for a 403(b) and never contacts them again, we return to the table for regular reviews prior to and during retirement.

Here are a few resources that might be of interest to an NEA Member who is thinking about retirement:

NEA Member Benefits Retirement Program

Five Minute Retirement Check Up

NEA Investment Products

Contact me today to learn more about how NEA’s Retirement Program can set you up for a secure financial future and a happy retirement.

 

We are an official donation location for the Oregon Food Bank.  If you would like to contribute unopened dry goods and canned food, please bring your items to the office any weekday between 8 a.m. and 5 p.m.

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