Hi Los Angeles Unified and UTLA Colleagues,
Earn 5 professional development credits by attending this workshop. Not only will you discover how to best manage your 403(b) or 457(b) for your best interests, you will locate free resources to begin to teach basic finances to your students.
Financial Literacy 101/Investment Workshop
March 17, 2018
Look at this EXCITING AGENDA of SPEAKERS!
8:00 am Introduction/ Review of the agenda/survey of attendees/ announcements by Dr. Sandy Keaton retired audiologist for LAUSD and former UTLA Retirement Issues Retirement Committee Chair
8:30 am Importance of Saving and Investment Basics by Barbara Healy, LAUSD 457b advisory committee financial consultant.
9:30 am JumpStart Financial Literacy Website by John Lanza. John has a plethora of experience teaching money related issues to children. More information about John: https://www.mint.com/expert-interview-john-lanza-talking-young-children-about-money
9:50 am Break
10:10 am Retirement Investing through 403(b) and 457(b) plans by Carol Lally from the San Francisco office of the Securities and Exchange Commission.
10:40 am Break
11:00 am Navigating the LAUSD Investment Menu by Barbara Healy
Noon CalSTRS 403bCompare by Kevin Kirkpatrick, CalSTRS consultant
12:30 PM Next steps/Your action plan/Financial Literacy Websites by Steve Schullo, Sue Crosby and Sandy Keaton Steve and Sandy are retired and Sue is an active teacher for LAUSD
Register quick and easy by clicking HERE to take you to the registration page.
Register quick and easy by clicking HERE to take you to the registration page.
Steve Schullo’s bio
*Stephen A. Schullo, Ph.D. (UCLA ’96) taught in the Los Angeles Unified School District (LAUSD) for 24 years and UCLA Extension teaching educational technology to student teachers. Steve wrote investment articles for the United Teacher-Los Angeles (UTLA) newspaper for 13 years. Thrice featured retirement plan advocate for reformed 403(b) plans for public k-12 colleagues that were in the Los Angeles Times and U.S. News and World Report. He co-founded an investor self-help group (403bAware with a colleague, Sandy Keaton) for teacher colleagues. He also wrote 7,000 helpful posts in three online investment forums since 1997. Frequently quoted by the media, testified at California State legislative hearings and honored with the “Unsung Hero” award by United Teachers Los Angeles (UTLA) for his retirement planning advocacy.
For the last eleven years, he continues to serve on LAUSD’s Retirement Investment Advisory Committee (RIAC) as a “Member-at-Large” and former co-chair. The committee monitors the district’s 457b/403b of 55,000 former and current LAUSD employees, worth $2.4 billion in total assets. Lastly, Steve and his late husband, Dan, were featured participants for the award-winning documentary, PBS Frontline: The Retirement Gamble, aired April 23, 2013.
Steve is the author of two books, “Fighting Powerful Interests: Educators Challenge Tax-sheltered Annuities and WIN!“, a story of how a handful of LAUSD educators struggled for years to improve the 403(b) to no avail. But we never quit! We were instrumental in LAUSD’s implementation of the new 457(b) plan and earned a very rare “Plan Design” award. He is the co-author with Dan of a book on learning the investment process from the ground up, Late Bloomer Millionaires. It’s a heartfelt story about two ordinary chaps and how they discovered investing and money management without a professional financial adviser. For a free copy of both books, email Steve Schullo at steve.schullo@latebloomerwealth.com and he will happily email you both books in a pdf file format.