Workshops on Drop

We have been conducting seminars on DROP throughout the state of Florida pertaining to financial planning for Sworn Employees.

These seminars are high-quality, high-content and educational. We have discovered that there is a real demand for these seminars given the confusion surrounding the intricacies of DROP.

The most recent seminar we conducted had 50 attendees. Some of the topics we cover include:

• The factors to consider when deciding to enter DROP
• How to properly design an asset allocation for your deferred comp (457) and DROP
• How the age 50 rule per PPA 2006 affects you
• Social Security integration strategies
• The different pension options to choose from: Joint & Survivor, Single-Life, etc.
• The mistakes to avoid when exiting DROP

The presentation is interactive, high-content, and educational. The seminar is customized to the municipality’s specific CH.175/185 plan (or FRS for county) and is an ideal setting to educate, inform, and promote the many questions facing sworn employees today regarding retirement.

Recent Seminars

• Tamarac Fire Rescue
• Cape Coral Police
• Palatka Fire Department
• Panama City Beach
• Pinellas Park Fire Dep.
• City of Largo
• St. Petersburg Fire & Rescue
• Melbourne Fire/Police
• St. Augustine Fire

Contact me to schedule an educational seminar at your station.

Asset allocation does not guarantee a profit nor protect against loss.