Investing Workshop Feedback
April 14, 2016 UTLA Headquarters
38 participants answered the following questions.
Did this workshop meet your expectations? Yes or no.
36 said yes and two said no. One wrote, “exceeded.”
What did you learn that you found helpful/worthwhile?
Can’t transfer 403b to 457b.
More knowledge about what to get 403b or 457b investments.
457b, everything, loved all of the info presented.
Everything well explained and helpful.
That I could roll over my 403b into another one.
Ms. Healy’s presentation, hint: please have her presentation first, then Mr. Rutter’s-so that it will be easier to understand or helpful to understand.
A lot of info to help an uninformed or beginning investor.
All useful, second time I attended, every time I learn more.
457 and 403bcompare.com.
The Blackrock 2050 seems to be great.
About investing, portfolio allocation.
Very helpful with making future retirement plans.
Difference about 403b and 457 plans.
About 457b vs 403b and investing as a late starter.
Roll overs & fee comparisons.
Index allocation, 457b and CalSTRS info was very good.
All of it.
Definitions, 403b vs 457b.
How to deal with 403b and 457b. Saving.
The differences in 403b/457b and benefits of doing both.
Ms. Healy’s presentation on the 457 and the comparison of physical health to financial health, made it easier to understand.
Where to get help for retirement.
What would you like to see in a future investment workshop?
Look at 403b vendors.
Specific examples of an investment plan.
Low-cost 403b reps.
More of the same.
More, continue these workshops.
Same financial investment knowledge like today.
Please provide small bagels as breakfast, better than cookies!
More investment workshops like this one.
CALSTRS, 403b-what do I do with it?
More about 457b and more about STRS.
More of anything.
Peers struggles or what lies ahead & how some of the panelists can resolve. Everything was helpful.
Post retirement planning.
More books on investing for sale.
Spend more time explaining about 403b and 457b.
Basic beginners info A-Z. STRS buyback pros, life insurance options and cons.
Names of advisers.
More outreach to the beginning and mid-career teachers.
Individual time to set up your plan.
Do you currently have a 403b account, a 457b, both or neither?
Have only a 403(b): 18 Participants
Have only a 457(b): 3
Have 403(b) and 457(b): 7
One person wrote: have a 457(b), and 403(b) but not contributing to the 403(b).
Did you find CalSTRS’ 403bcompare.com presentation helpful? Yes or no
27 said yes and, 2 said no.
The rest left this blank
Note: Click on the logo above to take you to the site and check it out yourself.
How did you hear about this workshop? Social Media, Email, UTLA paper?
Most heard about the workshop from the UTLA newsletter and email, probably from my email announcement. About 4 or 5 participants have attended previous workshops. One teacher told me enthusiastically that this was her third workshop as she “learns something new each time!”
11 said UTLA newspaper
7 said Email
3 said UTLA website, UTLA or the internet
9 said both email and UTLA paper
2 said pre-retirement committee
2 said from the retirement workshop previously held
1 said email, flyer at area meeting and UTLA paper
1 said here at the retirement conference on Feb 2016
1 said colleague-utla rep, UTLA paper-previously attended-look for it every year
1 said UTLA paper-previously attended-look for it every year
With 72% of our LAUSD colleagues who do not participate in a 403b or 457b retirement plan, why did you come today?
Editor’s favorite comment: “I’m smart. ALL EXCELLENT, THANK THOSE WHO GOT THIS FOR US, I was preyed on by an insurance salesman.”
Editor’s 2nd favorite comment: “My wife insisted.”
Editors 3rd favorite comment to all LAUSD employees:
“For 25 years I was unaware of the information provided, if I had known of it before I would have invested, I believe LAUSD and UTLA do not provide enough information to new teachers about investments.”
Editor’s reminder: That comment above is so true. We need your help to “provide enough information to new teachers about investments.” If you want more workshops contact both UTLA and LAUSD. Write or call LAUSD Benefits Administration (213 241-4262 and Board of Education (213 241-6389) and let them know.
Always had an interest.
Try to understand the 403b options.
I am interested in enrolling in either 403b or 457b.
Aware of retirement.
I attended last year and loved the information presented.
It helps me with my retirement plans.
To learn more about investing, money for my retirement.Interest on investment, savings and get information.
My 3rd time, less than five years to retirement, I learn more everytime.
I am very interested in pension2.
I’m getting older & want to start making better choices & have a priority for investing.
Would like to increase my retirement income.
Learn more about financial planning.
I want my money to outlive me.
Interested in my retirement income.
I want to be ready when I retire.
To inspire and to learn more about investment.
To see if it would be worth starting one at my age.
Because better informed.
Check up on plans.
Want more info about 457b.
Wanted a lot more $$$ @ retirement (note: when does the retirement committee meet & who can join?). My wife insisted.
I want to learn more about investments.
I need to start putting into a plan again and get serious abut bing in better $ shape-THANK YOU!
I’ve been coming for years because I want to make educated decisions about my retirement income, I have recommended these workshops and colleagues know its important but have been putting off.
I always learn something.
I believe in promoting financial literacy among my colleagues.
To prepare for retirement.
Because I will be retiring within 4 years and need to maximize my investments.
Every participant got two complimentary copies of an investing book
1. Fighting Powerful Interests: Educators Challenge Tax-sheltered Annuities and Win! by Steve Schullo, LAUSD retired teacher (You can download a free PDF file by clicking on the link).
2. Index Funds: The 12-step Recovery Program for Active Investors by Mark Hebner of Index Fund Advisers, an advisory firm located in Irving, CA. One of his advisers presented at the workshop.