Planning Workshops & Events

Educational events and workshops to help Massachusetts state employees plan for retirement

Official Retirement Seminars

For official retirement seminars hosted by the Massachusetts State Retirement Board, please visit the official state website. Our events complement but do not replace official guidance.

Official State Seminars

Event Categories

Educational Workshops

Learn retirement planning basics

  • • Understanding retirement groups
  • • Benefit calculation methods
  • • Social Security coordination
  • • Healthcare in retirement

Calculator Training

Master our planning tools

  • • Using the pension calculator
  • • Combined planning wizard
  • • Scenario comparison
  • • Optimization strategies

Group Sessions

Interactive planning sessions

  • • Q&A with experts
  • • Peer discussions
  • • Case study reviews
  • • Planning best practices

Upcoming Events

Retirement Planning 101

Introduction to Massachusetts retirement benefits

Virtual
Coming Soon
1.5 hours
All employees

Perfect for employees just starting to think about retirement. Covers the basics of the Massachusetts retirement system, groups, and benefit calculations.

Advanced Calculator Workshop

Master our retirement planning tools

Interactive
Coming Soon
2 hours
Limited to 25

Hands-on training with our pension calculator and combined planning wizard. Learn to create detailed retirement scenarios and optimize your benefits.

Social Security & Pension Coordination

Understanding WEP, GPO, and optimization strategies

Expert Led
Coming Soon
2.5 hours
All levels

Deep dive into how your Massachusetts pension affects Social Security benefits. Learn about WEP and GPO provisions and strategies to maximize total retirement income.

Stay Informed

Get notified when new workshops and events are scheduled

Start Planning Today

Don't wait for an event - begin your retirement planning now with our free tools