Specialized Planning for Professors

Professors have no shortage of decisions to make as they approach retirement. They are often faced with decisions regarding their pension, sabbatical, deferred income and extended benefits. No decisions are as important as whether to take your pension or commute it. If you decide to take it, you are faced with even more decisions regarding guarantees and survivorship. You may also face decisions with respect to early-retirement penalties and deferral bonuses. 

We try to help professors simplify the decisions by comparing the many options through our financial planning process. One of our principals, Brian Davis, has been a leading expert in pension analysis for more then two decades and has given numerous lectures to professors on financial planning and pension options. 

Join us for an upcoming event, exclusively for academics, their spouses and guests. 

Date and Time

May 13, 2023, 10:00 A.M to 12:00 P.M. 


1. My University Pension: What do I need to Know 

2. Unlocking your Financial and Retirement Plan

3. Estate Planning: Tips and Traps

For more information and to register, please click here.