Retire with
Confidence

RETIREMENT EXPO '17

Presented by PERS and OSGP

Join us at the Salem Convention Center October 12, 2017

PERS and OSGP will host their 12th annual open house on Thursday, October 12 from 10:00 a.m. – 8:00 p.m. at the Salem Convention Center. State and local government employees are welcome. Registration is not required to attend the Expo, but presentation seating is limited. Click the button below to register for any of the presentations at Retirement Expo ‘17.

Topics at this year's Expo will include:

This workshop covers how to enroll, investment strategies, fees, and distributions. It is intended for employees who are interested in enrolling in the plan or for employees seeking a refresher course.

The Ready for Retirement workshop is for participants within five years of retirement or who have severed employment. Topics include: catch-up provisions, payment options, IRS requirements, rollovers, time frames, and forms review.

You’re invited to meet “Ask Kathy!” Kathy Gannon, who has developed and coordinated OSGP for over 26 years, will answer your questions during this informal session.

Social Security can help to fill the gaps at many critical life stages, not just at retirement. Get to know more about Social Security benefits, including the rules for spouses and former spouses and disability benefits.

The Department of Consumer and Business Services will present Financial Resiliency. Financial Resiliency is the ability to withstand events in our lives that challenge our financial well-being. Unexpected expenses, when you are on a “fixed income” can break the bank if you are not prepared. Saving for your future is important. This presentation will arm you with information to protect your financial future from the unexpected and avoidable financial disasters. Topics include: ID Theft protection, Scam Prevention, Safe Investments, and Insurance.

Get the facts about health insurance coverage for PERS eligible retirees and their eligible spouses and dependents. Learn about Medicare and non-Medicare health plans, along with dental coverage options and subsidies you may qualify for.

(Tier One & Tier Two members were hired before August 28, 2003) This presentation will provide a broad range of topics for Tier One and Tier Two members including: Pension benefit calculation factors, Individual Account Program, estimates, retirement options and process, additional PERS education sessions and more.

(Oregon Public Service Retirement Plan members were hired on or after August 29, 2003) This presentation will provide a broad range of topics for OPSRP members including: Pension benefit calculation factors, Individual Account Program, vesting, estimates, retirement options and process, additional PERS education sessions, and more.

Learn about the tools and resources PERS has available to help with retirement planning at any time throughout your career. Explore the PERS website, learn how to log on and use Online Member Services to review your account and run estimates, and also how to use the IAP distribution forecasting tool.

We want your feedback! We want to help Oregon public employees be better prepared for retirement by offering the highest quality tools and resources. In doing so, we would love to hear from you on what information you need from PERS and OSGP in order to feel more prepared. You are in the best position to let us know what we are currently doing well and where we may need to make improvements. Please join us by participating in a 60-minute focused discussion on how we can better serve our members and help all public employees understand the need to financially prepare for retirement over their entire career.

This one hour guided discussion will provide you with an excellent opportunity to hear directly from retirees about their experiences and lessons learned. Attendees will also be able to ask questions about the panel’s efforts to successfully “retire with confidence”.

CLICK HERE TO REGISTER FOR A PRESENTATION

Join us at one of our statewide events October 14-20, 2017

The Expo is hitting the road this year! We will celebrate National Retirement Security Week by traveling across the state to present the many ways that PERS and OSGP can help increase your retirement confidence.

If you are unable to join us at the Convention Center, you can register to reserve a seat at any of the hour-long sessions at the times and locations below.

This presentation will provide a broad range of topics and tools for members to use including: pension benefit calculations, Individual Account Program information and forecasting tool, estimates, retirement options and process, the PERS website, Online Member Services, additional PERS education sessions, and more.

Times: 12:00 p.m., 2:30 p.m. and 5:00 p.m.

This workshop covers how to enroll, investment strategies, fees, and distributions. It is intended for employees who are interested in enrolling in the plan or for employees seeking a refresher course.

Times: 1:15 p.m., 3:45 p.m. and 6:15 p.m.

  • OCT 14 - Portland
  • OCT 17 - Ontario
  • OCT 17 - Medford
  • OCT 17 - Coos Bay
  • OCT 18 - La Grande
  • OCT 18 - Klamath Falls
  • OCT 18 - Roseburg
  • OCT 19 - Pendleton
  • OCT 19 - Bend
  • OCT 19 - Eugene
  • OCT 20 - Hermiston
  • OCT 20 - Albany
CLICK HERE TO REGISTER FOR AN EVENT
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Click here for a parking map to the Salem Convention Center.
For more event information, please call (888) 320-7377.