DIRECTIONS: Pre-Retirement Planning Webinar. What is it?

DIRECTIONS: Pre-Retirement Planning was developed to assist eligible New York State employees in planning for one of the most challenging and exciting periods in life - retirement. The State offers executive branch employees pre-retirement planning information through both online resources and DIRECTIONS: Pre-Retirement Planning webinars.

The webinars are for employees who are eligible to retire within five years. Supervisory approval is required for employees to attend webinars during their normal workday.

Two webinars will be held on a Tuesday and two webinars will be held on a Wednesday in each month they are offered. Employees have the option to select which webinar days to attend, and do not need to attend consecutive days in the same month. They may opt to attend the Tuesday webinars one month and the Wednesday webinars another month. Every agency also has an assigned DIRECTIONS: Pre-Retirement Planning liaison who can provide additional information regarding the webinars.

Employees may register through Are You Interested in Attending a DIRECTIONS: Pre-Retirement Planning Webinar?

The 2024 schedule for DIRECTIONS: Pre-Retirement Planning webinars are being planned monthly July through December. Check back in June for more information. 

Tuesday

9:00 a.m. – 9:30 a.m. Overview

9:30 a.m. – 10:30 a.m. NYS Deferred Compensation Plan

10:45 a.m. – 12:00 p.m. New York State and Local Retirement System (Pension)

Wednesday

9:00 a.m. – 9:30 a.m. Overview 

9:30 a.m. – 10:30 a.m. Social Security

10:45 a.m. – 12:00 p.m. NYS Health Insurance Program 

DIRECTIONS: Pre-Retirement Planning is sponsored by the Office of Employee Relations and the Office of the State Comptroller, with funding provided by the collective bargaining agreements between the State of New York and the public employee unions: CSEA, PEF, UUP, NYSCOPBA, GSEU, Council 82, DC-37 and PBANYS. The Office of Employee Relations contributes on behalf of management/confidential employees.