Active Member Series

Financial and retirement planning is much like solving a puzzle. It takes time to identify the missing pieces, but the final product can provide a clear picture of your financial goals. The Active Member Series offers key elements on a variety of topics that can help you make sound decisions in the present for a more financially secure future. While attending all of the series webinars can be helpful in making sure your planning puzzle is complete, you may also choose to attend only those topics that you feel would be most beneficial to your individual planning needs. This series, offered in the spring and fall, includes the one-hour webinars listed below. To begin the registration process, click on the date. Registration is on a first-come basis and space is limited.

Health Care in Retirement: Prepare Now

Upcoming Webinar

Health care utilization tends to increase as we age. Understanding what you can expect to pay in retirement can help you devise a plan to address these future costs. Join us for this Active Member Series webinar where we’ll discuss:

  • How much money is needed for health care in retirement
  • Current STRS Ohio out-of-pocket costs
  • Key planning considerations for health care expenses

Supplemental Savings: Pay Yourself First

Upcoming Webinar

Paying yourself first is a simple yet powerful principle of any financial plan. Putting money aside now, rather than starting later, can better position you for a financially secure retirement. Join us for this Active Member Series webinar to learn the “what, why, when and how” of supplemental savings.

Social Security and STRS Ohio: What You Need to Know

Upcoming Webinar

Learn how your STRS Ohio pension may affect your eligibility for full Social Security benefits. Join us for this Active Member Series webinar where a Social Security Administration representative will discuss:

  • How the “windfall” and “offset” provisions affect Social Security benefits
  • How Social Security benefits are calculated
  • Benefits available for eligible dependents and survivors

Budgeting 101 and Debt-Slashing Strategies

Upcoming Webinar

Developing healthy financial habits requires practice and deliberation. It is necessary to know how much money you have, what your expenses are and what you can afford to spend. Taking practical steps today can improve your ability to save money and invest in your future. Join us for this Active Member Series webinar where we’ll discuss:

  • Basic elements of a sensible budget
  • Strategies for slashing debt
  • Helpful resources to stay on track

Estate Planning: The Essentials

Upcoming Webinar

An estate plan is an important component of financial planning. Understanding its role in your overall financial wellness can help you safeguard your assets and protect your loved ones and your privacy. Join us for this Active Member Series webinar where a licensed attorney will discuss trusts, wills and advanced directives (e.g., health care power of attorney).

System Requirements

Supported Operating Systems

  • Windows 7 or later
  • macOS X with macOS 10.10 or later

Supported Desktop Browsers

  • Google Chrome (within 2 versions of current version)
  • Microsoft Edge (within 2 versions of current version)
  • Mozilla Firefox (within 2 versions of current version)
  • Apple Safari (within 2 versions of current version)

Supported Tablet and Mobile Devices

  • Surface PRO 2 or higher and running Win 8.1 or higher
  • iOS 10 or later
  • iPadOS 13 or later
  • Android 5.0x or later

Supported Mobile Browsers

  • Google Chrome (within 2 versions of current version)
  • Mozilla Firefox (within 2 versions of current version)
  • Apple Safari (within 2 versions of current version)