PERS Knowledge

Chances are, if you know what the Public Employee Retirement System (PERS) is, you’re probably affected by the constant changes surrounding it. First Tech Investment Services has the experience to help you deal with the many choices and changes surrounding PERS.

With over a decade of PERS experience, Gary Davis, CFP®(available through CUSO Financial Services, L.P. (CFS), our broker/dealer), delivers that knowledge from the State Street branch (Monday – Thursday)the Portland branch (Fridays) and by appointment in Eugene. Gary takes his experience on the road to local agencies to do workplace workshops or in-branch workshops.

A visit to either branch to attend an initial no-obligation consultation can help you or anyone deal with the basic and complex issues surrounding PERS.

Understanding the basics of PERS
An explanation of the Estimate of Service Retirement Benefits for (an in-depth analysis of the thirteen retirement options available)
Discussions of the Lump Sum Settlement option (including an evaluation of when this option should be utilized)
An update of recent legislative changes in PERS and how those changes affect members approaching retirement
A “how to” develop a retirement budget to help members narrow down their choice of options

To meet with Gary Davis, CFP, or any of the other CFS* Financial Advisors (available through CUSO Financial Services, L.P. (CFS), our broker/dealer), call 800.637.0852 x3371 or use the online form and set up your complimentary initial consultation with the Financial Advisor near you. To learn more about our team, visit the First Tech Investment Services investment information site.

Investments and investment advisory services offered through CUSO Financial Services, L.P. (CFS), an independent broker-dealer and SEC Registered Investment Advisor are Not NCUA/NCUSIF insured, are Not credit union guaranteed and May lose value. First Tech Credit Union is in partnership with CFS. Financial Advisors are employees of First Tech Credit Union and registered through CFS. (Member FINRA/SIPC).

CFP® and CERTIFIED FINANCIAL PLANNER™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.