ERF CERTIFICATE SERIES COURSE - AUGUST 10, 2018

Fill in the form to register for our first certificate series class on August 10, 2018. This class runs from 11am to 1:00pm and will be held at our offices located at 1920 McKinney Avenue, 10th Floor Dallas, TX 75201

COURSE TOPIC DESCRIPTIONS

Class Topic 1: Taxes After Retirement

The Employees’ Retirement Fund Accounting Department representative will talk about how your taxes may differ after you retire. For this seminar Senior Accounting Specialist, Saki Vimal will discuss topics like how much your pension may be taxed, what you should do if you plan on living abroad and answer questions you may have.

Class Topic 2: Fidelity Investments

Retirement Planner John Wells from Fidelity Investments (the City’s Deferred Compensation Plan) will talk to you about the benefits of the plan. If you are already in the City’s 401K or 457 plans, you’ll learn the process to successfully transfer all or some of your lump sum payment at retirement to the deferred compensation plan and why you might choose to do so.

If you changed your name while working for the City, we will need to know. To help us locate your file, please list your previous name in the box located below the email box.

If you have any questions about registration, please contact Melissa Harris at 214-580-7719 or send her an email at: mharris@dallaserf.org.

REGISTRATION

Please do not use all capital letters to complete your registration; for example, John Smith not JOHN SMITH.

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Registration: 
Registration is allowed for members only. Please login to register.
Class Date: 
Friday, August 10, 2018
Class Topic One: 
Taxes After Retirement
Class Topic Two: 
Fidelity Investments