Introduction To MA Pensions Systems
With Jason Levine, MBA, CFP Financial Advisor
When: June 7, 2PM-3PM
Where: Via Zoom
Join Jason Levine as he teaches you more about the Commonwealth’s pension systems. For your clients that work in the public sector, choosing their pension option is one of the most important decisions that they will need to make before retirement. Join us for a presentation to learn how to calculate and estimate their pension benefit. We will review the retirement options plus discuss the impact of Social Security. There is no IRS CE credit for taking this course.
- Pension Criteria
- Difference among the Pension Options
- A Case Study
- Impact of Social Security (GPO and WEP)
*This session will be free for MaSEA members in good standing. There will be a $20 fee for non-members.
About Our Speaker
Levine is a Financial Advisor and CERTIFIED FINANCIAL PLANNER™ practitioner with Lincoln Investment. He has more than 25 years of experience in the financial services industry. After earning a bachelor’s degree from the University of Hartford in Accounting, Levine began his career as an accountant at Wasserstein Perella, a boutique investment bank in New York City. He received his MBA degree from Northeastern University and worked in the private equity field before joining Lincoln Investment in 2002. Levine has been recognized as a Five Star Wealth Manager for 2018, 2019, 2020, 2021 and 2022. He currently serves as Treasurer and Board member for My Brother’s Table (a Lynn, MA based soup kitchen). Levine and his wife live in Swampscott, MA where they are raising their two kids.