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Understanding and retiring with PERS

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If you are a Tier One/Two Public Employee, this workshop is designed just for you!

Join our live webinar for an unbiased look at the fundamentals of retiring with the PERS system. We’ll cover recent updates, retirement options and education, as well as how PERS fits into your overall retirement strategy.

This seminar will be hosted via live webinar. Upon registering, we’ll email you the Zoom web link and instructions for attending.

Presenter

David Yates portrait

David Yates

Financial Advisor | Raymond James Financial Services, Inc.

I give each client the time and attention they deserve because I know everyone has different needs. To me, continuously pursuing excellence means helping my clients stay on track to reach their goals no matter what life brings. As a full service financial advisor, I can help you with retirement planning, college savings, life insurance and long-term care planning, wealth transfer planning, business retirement plans, wealth management and more.

My licenses include Series 7, Series 66 and insurance. Before becoming a financial advisor I served in the Marine Corps, attended Texas A&M University-Commerce and taught music classes in both public and private schools. My wife and I are passionate advocates for adoption. We live in Beaverton with our two children and enjoy exploring coastal lighthouses.

Date & Time
June 28, 2022 @ 6:00 pm - 7:00 pm
Venue
Webinar
Cost
Free
Register
Register now

Other Upcoming Events

At this time, we are not presenting any in-person seminars in an effort to ensure the health and safety of our members and employees. Please visit onpointcu.com/events and select “Anywhere in Oregon or Washington” from the location options to see all upcoming live webinars.

If you have questions about our seminars or events, please provide your information below.

Disclosures

Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. OnPoint Community Credit Union and OnPoint Investment Services are not registered broker/dealers or registered investment advisers, and are independent of Raymond James Financial Services, Inc. and Raymond James Financial Services Advisors, Inc.

Securities and investment advisors services are:

Not a bank or credit union deposit, obligation or guarantee.

May lose value.

Not FDIC or NCUA/NCUSIF Insured.

Not insured by any federal government agency.

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website’s users and/or members.

Any opinions are those of OnPoint and not necessarily those of Raymond James.  Expressions of opinion are as of this date and are subject to change without notice.  There is no guarantee that these statements, opinions or forecasts provided herein will prove to be correct.  Investing involves risk and you may incur a profit or loss regardless of strategy selected.

https://www.raymondjames.com/privacy-security-and-account-protection/privacy-notice

https://brokercheck.finra.org/

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