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Welcome to the Monroe-Woodbury Teachers Association Website



2015-2016


MAKING CENTS OF THE

403(b) RETIREMENT PLAN

Thursday, March 17, 4:15pm 

M-W High School, Room 130

Everything you need to know about 403(b) teachers’ retirement plans that Wall Street isn't telling you. Whether you are already investing through a 403(b) or are considering opening one, this presentation will offer current and relevant information.  

 

TOPICS INCLUDE:

  • What teachers should know before opening a 403(b)
  • How to choose the right 403(b) investment provider
  • How to find hidden fees in your plan
  • What is a ROTH 403(b) and is it a better option?



About the Speaker:

Ken Ford, AWMA®, AIF®, is President of Warwick Valley Financial Advisors, radio show host of “From Wall St to Main St”, and a contributor to the 403bwise.com website. Ken moved his firm from Wall St. to Main St. in Warwick, NY in order to pursue his passion for providing objective financial guidance to teachers, executives and retirees. He enjoys working one on one with clients as well as presenting educational seminars to larger groups.

Securities offered though LPL Financial, member FINRA / SIPC. Investment advice offered through Private Advisor Group, a registered investment advisor.  Private Advisor Group and Warwick Valley Financial Advisors are separate entities from LPL Financial.

RESERVE YOUR SPOT

RSVP by March 10 to Dawn Jordan by completing the form below: 

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EVERY MEMBER
Can Do A Little
To Help MWTA Do So Much

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Contact Your Volunteer Coordinator:

High School - Debbie DePalma
Middle School - Heidi Gower & Stephanie Oehm
Central Valley - Jeanne Amerino
North Main - Katie Paolercio
Pine Tree - Robin White
Sapphire - Tara Stenson
Smith Clove - Suzanne Adler

 





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Monroe-Woodbury Teachers Association
MWTA
PO Box 367
Central Valley, NY 10917
845-238-6496