Directions: Pre-Retirement Planning Webinars

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.

One webinar with two speakers will be held on a Tuesday and one webinar with two speakers will be held on a Wednesday 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. 

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             

Every agency has designated DIRECTIONS: Pre-Retirement Planning liaison. Please reach out to them if you have a specific question regarding retirement from your agency.

The DIRECTIONS: Pre-Retirement Planning webinars are held on Webex. These webinars offer New York State executive branch employees' information on planning for retirement. Employees must be eligible to retire within five years. Supervisory approval is required for employees to attend webinars during their normal workday.

• To register, employees must click on the Register link for the date they would like to attend. Employees who would like to attend both days, must sign up for each day separately.  
  • Employees must use their NYS email address to Register. After registering, employees will receive a confirmation email with a link to the webinar. If you do not get a confirmation email, check your JUNK email folder.
  • Employees must open the email and click ACCEPT. Once you have clicked ACCEPT, the webinar invitation will then be added to your Outlook calendar.
• Important information when logging in on the day of the DIRECTIONS webinar.
  • Login from an agency computer.
  • Click on the link on your calendar between 8:30 a.m. – 8:45 a.m. to make sure you can access the webinar.
  • DO NOT open the Webex website on your browser.
  • If you are having trouble getting joining the Webex call (518) 486-9769.

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.