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FPA Monthly Chapter Webinar - September 22, 2021
Wednesday, September 22, 2021, 12:00 PM - 2:00 PM PDT
Category: Chapter Meetings

Wednesday, September 22, 2021

12:00-2:00 pm

Topic: "PERS Program Overview"

One of our most popular and important topics of the entire year!

Presented by Debbie Foote, Program Analyst, Member Services, PERS Retirement Education Team


About this Presentation

This will be an overview presentation regarding PERS (Public Employees Retirement System) programs for all PERS members. This presentation will be a detailed overview of all the plans (Tier One, Tier Two, OPSRP, and IAP). Topics include benefit calculation factors, the Individual Account Program (IAP) including TDF and re-direct changes, a review of a sample estimate and other available member resources.

Learning Objective: That employees will understand the complexities of PERS calculations, resources available to members and be able to better assist them.

About Our Presenter

Debbie has been a PERS member for over 35 years and began working at PERS as an employee in 2007. She has been a part of the PERS Retirement Education team since 2009, and was promoted to Program Analyst and lead/coordinator of the team in 2013. As coordinator of the team she leads a group of 6 other presenters. The team provides group and individual meetings around the state to active and inactive members, and also to other requesting groups as the schedule allows. Over the years Debbie has met with thousands of members in individual meetings and group presentations. She has personally provided over 700 group presentations throughout the state for PERS members who are in every type of job category in public employment and in all stages of their careers. She also presents to PERS employer and financial planner groups who work with PERS members. Debbie looks forward to her own retirement, which she hopes will occur within the next 3-5 years.


Registration Details and Fees

Pre-registration is required -- deadline: September 20. Pricing is per person.

  • FPA Member: $25
  • Non-Member: $50

Upon registration, participants will receive a confirmation email. Zoom access and other details will be emailed to registered attendees 24-48 hours prior to the program. Registration fees includes the presentation and materials (as provided by the speaker), access to the live speaker (not pre-recorded, so Q&A/interaction is encouraged!), and Continuing Education (CE) credit as appropriate (see below).


Continuing Education (CE) Credit

This program has been approved for 2 (two) credit hours of CFP CE and Oregon Division of Financial Regulation. Application was made to the Washington State Office of the Insurance Commissioner; They have denied CE Credit for this program. Please note while FPA files CE credit for each of our offerings, credit is not guaranteed for this or any program. Approval of programs is solely granted by each accrediting authority (not FPA).

For approved programs, participants must prove participation in the full extent of the activity for FPA to file on your behalf. This is typically tracked upon logging in and out of the webinar, as well as verified through a unique code/ID announced during the program. Be sure to provide your appropriate certification numbers on the registration form for accurate filing on your behalf. Certificates of Participation for individual record keeping will be provided on a request basis (email [email protected]).


Contact: Taylor Scott at [email protected]