PENSION CONSULTATIONS FOR CSA AND UFT MEMBERS

Independent Pension Consultants

Attention NYC CSA members and UFT Members

Are you retiring?

CSA will reimburse you for seeing any pension consultant of your choice.
We will provide a receipt for this reimbursement.

NYCESPA provides it's members with a reimbursement for a pension consultation in addition to those provided by the CSA.

Schedule an appointment with our Team of Pension Consultants

Stacey Torres & Al Zeitchick

We will inform you and help you retire!

Who are Stacey & Al ?

Stacey was a math teacher for 17 years and an assistant principal for 18 years and retired with 35 1/2 years of service with DOE.
Al was a special education teacher for 28 years and an assistant principal for 6 years and retired with 34 years of service withe DOE.
Al and Stacey have been CSA TRS Pension Consultants since 2004

What Services can you expect?

For CSA members the consultation fee is refundable from CSA

Private consultation
Complete analysis of pension and investments
Discussion of all retirement and health plan options
Preparation of all retirement forms
Estate planning review (wills, power of attorney, health care proxy, etc.) *
Detailed pre- and post –retirement checklists*
Complementary Financial Plan projecting your finances during retirement *

* These complimentary services will be provided for you by a Fiduciary Registered Advisory firm if you choose to take advantage of them.

We are your Pension Consultants

Cal us for an appointment

Tel:(914)-437-8064

www.CSAPensionConsultants.com

Location of convenience: White Plains, NY

GROUPS: On-site Pension Workshops are available for faculty conferences, staff development days, retreats and any other gatherings of at least 10 members.

CSAPensionConsultants.com is a division of MILAGRE Wealth Management, a Fiduciary Registered Investment Advisory Company, providing wealth management, financial planning and estate planning services, specializing in working with members of the DOE. In addition to Al and Stacey’s consultation we offer members of the DOE a FREE Investment, Retirement, Estate Planning and Financial Panning review. Ask us about it when you visit our office or call us.

www.MilagreWealth.com