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Los Angeles Teachers: Investment Workshop May 4th

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I'm awed that the union gets to offer this AND members get to earn PD hours. Is the presenter a member of the union or a fin rep?

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On 4/9/2019 at 4:34 PM, MoeMoney said:

I'm awed that the union gets to offer this AND members get to earn PD hours. Is the presenter a member of the union or a fin rep?

Hi Nancy,

The union leadership had very little to do with this and previous investment workshops. It provided the room, an assistant and duplication of handouts as the union would do for all workshops. It is sponsored by UTLA's Pre-Retirement Issues Committee which is one of the dozens of subcommittees. The former committee Chair Sandy still handles much of the coordination. She was the one who got the PD hours. Dan Otter and Barbara Healy are presenters. Barbara is our financial consultant to our advisory committee. Kevin of CalSTRS will discuss 403bcompare.com.  

Its been well received for the last 12 years. Those that attend love the information. Some have come more than once. Attendance varies between 40 and 70.

The very first one was done in 2000. But some years the union voted down the presentation. But in the last 12 years, these popular workshops have been held just about every year. 

Steve

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It is well worth anybody's time. I know you've posted it here in the past. Wish I could duplicate it on the east coast. Baby steps...

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