Retirement Workshops are Back!
September 8th, 2022
Upcoming Retirement Workshops In Oregon
Retirement planning workshops are scheduled for Oregon participants at two Oregon locations. The first workshop will be held at the Pacific Northwest Carpenters Institute in Portland on Saturday, September 17, 2022:
September 17, 2022, from 9:00 a.m. to noon
Pacific Northwest Carpenters Institute
4222 NE 158th Avenue Portland, Oregon
The second workshop will be held at Central Oregon Carpenters Local Union 271 in Eugene on Saturday, October 15, 2022:
October 15, 2022, from 9:00 a.m. to noon
Central Oregon Carpenters Local 271
1265 S Bertelsen Road Eugene, Oregon
Invitations have been mailed to vested participants age 50 and older. Both workshops will focus on the following topics:
-Preparing a pre- and post-retirement household budget
-Traditional vs. sustainable benefits
-Recent changes to the Northwest Carpenters Retirement Plan
-Income options under the Northwest Carpenters Retirement Plan
-Investment strategy and performance
-Overview of the Northwest Carpenters Individual Account Pension Plan
-Post-retirement service under the Northwest Carpenters Retirement Plan – what’s allowed, what leads to a suspension of benefits, and the 480 hour rule
-Transitioning from dollar bank eligibility to COBRA Coverage and/or Retiree Coverage
The workshops are sponsored by Local Unions 1503, 146, 271, 196, and 96 and Northwest Carpenters Trusts.
Spouses are welcome- We hope to see you there!