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Ozarks Tech ∙ PD ∙ Summer 2025
To sign up for sessions, please log in using your Ozarks Tech credentials. Follow the step-by-step guide to log in.
Monday, May 5
 

9:00am CDT

Understanding Your Retirement Options: 403(b), 457, and Beyond
Monday May 5, 2025 9:00am - 10:00am CDT
Session Description
Planning for retirement can feel overwhelming, but it doesn’t have to be. In this session, we’ll break down the basics of 403(b) and 457 retirement plans—what they are, how they work, and how they can complement your existing retirement system through PSRS or PEERS. Whether you're early in your career or closer to retirement, this session will help you make informed decisions about your financial future.

Session Format
This is a hybrid session. You may attend in person at the location listed in the session details or virtually via Microsoft Teams. To join the virtual session, select the “Video Stream” button before the start of the session.

RSVP Instructions
Please RSVP by adding this session to your schedule. The Sched attendee guides provide step-by-step instructions on selecting sessions and viewing your schedule.

Contact Information
If you have any questions or need accommodations to attend this session, please contact the Professional Development Institute at pd@otc.edu or 417-447-4800.
Moderators
SB

Staci Burton

Benefits Administrator, Ozarks Tech
Speakers
GB

Greg Boehne

Boehne Financial Group
WB

Will Boehne

Boehne Financial Group
Monday May 5, 2025 9:00am - 10:00am CDT
ICW 108BC
 
Thursday, May 8
 

9:00am CDT

Understanding Your Retirement Options: 403(b), 457, and Beyond
Thursday May 8, 2025 9:00am - 10:00am CDT
Session Description
Planning for retirement can feel overwhelming, but it doesn’t have to be. In this session, we’ll break down the basics of 403(b) and 457 retirement plans—what they are, how they work, and how they can complement your existing retirement system through PSRS or PEERS. Whether you're early in your career or closer to retirement, this session will help you make informed decisions about your financial future.

Session Format
This is a hybrid session. You may attend in person at the location listed in the session details or virtually via Microsoft Teams. To join the virtual session, select the “Video Stream” button before the start of the session.

RSVP Instructions
Please RSVP by adding this session to your schedule. The Sched attendee guides provide step-by-step instructions on selecting sessions and viewing your schedule.

Contact Information
If you have any questions or need accommodations to attend this session, please contact the Professional Development Institute at pd@otc.edu or 417-447-4800.
Moderators
SB

Staci Burton

Benefits Administrator, Ozarks Tech
Speakers
GB

Greg Boehne

Boehne Financial Group
WB

Will Boehne

Boehne Financial Group
Thursday May 8, 2025 9:00am - 10:00am CDT
PMC 216D

2:00pm CDT

Understanding Your Retirement Options: 403(b), 457, and Beyond
Thursday May 8, 2025 2:00pm - 3:00pm CDT
Session Description
Planning for retirement can feel overwhelming, but it doesn’t have to be. In this session, we’ll break down the basics of 403(b) and 457 retirement plans—what they are, how they work, and how they can complement your existing retirement system through PSRS or PEERS. Whether you're early in your career or closer to retirement, this session will help you make informed decisions about your financial future.

Session Format
This is a hybrid session. You may attend in person at the location listed in the session details or virtually via Microsoft Teams. To join the virtual session, select the “Video Stream” button before the start of the session.

RSVP Instructions
Please RSVP by adding this session to your schedule. The Sched attendee guides provide step-by-step instructions on selecting sessions and viewing your schedule.

Contact Information
If you have any questions or need accommodations to attend this session, please contact the Professional Development Institute at pd@otc.edu or 417-447-4800.
Moderators
SB

Staci Burton

Benefits Administrator, Ozarks Tech
Speakers
GB

Greg Boehne

Boehne Financial Group
WB

Will Boehne

Boehne Financial Group
Thursday May 8, 2025 2:00pm - 3:00pm CDT
PMC 216D
 
Friday, May 9
 

9:00am CDT

Medicare 101: A Medicare Educational Overview
Friday May 9, 2025 9:00am - 10:00am CDT
This session was initially scheduled as a part of Eagle Summit

Session Description
This session provides a high-level overview of the various parts and coverages of Medicare. Our goal is to simplify the information, bringing clarity and peace of mind to all attendees. We will cover the following questions:
  • Who is eligible for Medicare?
  • When am I eligible?
  • What does Medicare cover?
  • What are my coverage options?
  • How does retiring affect my options?
  • What are my next steps?
  • Where can I find more information?

Session Format
This is a hybrid session. You may attend in person at the location listed in the session details or virtually via Microsoft Teams. To join the virtual session, select the “Video Stream” button before the start of the session.

RSVP Instructions
Please RSVP by adding this session to your schedule. The Sched attendee guides provide step-by-step instructions on selecting sessions and viewing your schedule.

Contact Information
If you have any questions or need accommodations to attend this session, please contact the Professional Development Institute at pd@otc.edu or 417-447-4800.
Friday May 9, 2025 9:00am - 10:00am CDT
PMC 216D
 
Tuesday, June 3
 

1:00pm CDT

PEERS Retirement Ready Seminar
Tuesday June 3, 2025 1:00pm - 2:00pm CDT
This session requires external registration. Please see registration information below.

Registration Information
Registration for seminars is required and can be completed in PSRS/PEERS Web Member Services. If you do not have a Web Member Services account, you will need to create one, or you can register by calling the PSRS/PEERS office at (800) 392-6848.

Session Description
If you are within five years of retirement and would like pre-retirement counseling, PSRS/PEERS recommends attending a Retirement Ready Seminar. These seminars provide a thorough overview of the issues important at this stage of your retirement planning.

In-person seminar attendees receive personalized retirement information, including Benefit Estimates based on information provided at registration. For this reason, registration is required.

Topics covered include:
  • Retirement eligibility
  • Calculating benefits
  • Review of the Benefit Estimate
  • Reinstating and purchasing service
  • Benefit plans
  • How and when to apply for retirement
  • Working after retirement
  • Social Security
  • Health insurance after retirement
Tuesday June 3, 2025 1:00pm - 2:00pm CDT
LCN 211

1:00pm CDT

PSRS Retirement Ready Seminar
Tuesday June 3, 2025 1:00pm - 2:00pm CDT
This session requires external registration. Please see registration information below.

Registration Information
Registration for seminars is required and can be completed in PSRS/PEERS Web Member Services. If you do not have a Web Member Services account, you will need to create one, or you can register by calling the PSRS/PEERS office at (800) 392-6848.

Session Description
If you are within five years of retirement and would like pre-retirement counseling, PSRS/PEERS recommends attending a Retirement Ready Seminar. These seminars provide a thorough overview of the issues important at this stage of your retirement planning.

In-person seminar attendees receive personalized retirement information, including Benefit Estimates based on information provided at registration. For this reason, registration is required.

Topics covered include:
  • Retirement eligibility
  • Calculating benefits
  • Review of the Benefit Estimate
  • Reinstating and purchasing service
  • Benefit plans
  • How and when to apply for retirement
  • Working after retirement
  • Social Security
  • Health insurance after retirement
Tuesday June 3, 2025 1:00pm - 2:00pm CDT
PMC 103
 
Wednesday, July 30
 

1:00pm CDT

PEERS Retirement Ready Seminar
Wednesday July 30, 2025 1:00pm - 2:00pm CDT
This session requires external registration. Please see registration information below.

Registration Information
Registration for seminars is required and can be completed in PSRS/PEERS Web Member Services. If you do not have a Web Member Services account, you will need to create one, or you can register by calling the PSRS/PEERS office at (800) 392-6848.

Session Description
If you are within five years of retirement and would like pre-retirement counseling, PSRS/PEERS recommends attending a Retirement Ready Seminar. These seminars provide a thorough overview of the issues important at this stage of your retirement planning.

In-person seminar attendees receive personalized retirement information, including Benefit Estimates based on information provided at registration. For this reason, registration is required.

Topics covered include:
  • Retirement eligibility
  • Calculating benefits
  • Review of the Benefit Estimate
  • Reinstating and purchasing service
  • Benefit plans
  • How and when to apply for retirement
  • Working after retirement
  • Social Security
  • Health insurance after retirement
Wednesday July 30, 2025 1:00pm - 2:00pm CDT
LCN 211

1:00pm CDT

PSRS Retirement Ready Seminar
Wednesday July 30, 2025 1:00pm - 2:00pm CDT
This session requires external registration. Please see registration information below.

Registration Information
Registration for seminars is required and can be completed in PSRS/PEERS Web Member Services. If you do not have a Web Member Services account, you will need to create one, or you can register by calling the PSRS/PEERS office at (800) 392-6848.

Session Description
If you are within five years of retirement and would like pre-retirement counseling, PSRS/PEERS recommends attending a Retirement Ready Seminar. These seminars provide a thorough overview of the issues important at this stage of your retirement planning.

In-person seminar attendees receive personalized retirement information, including Benefit Estimates based on information provided at registration. For this reason, registration is required.

Topics covered include:
  • Retirement eligibility
  • Calculating benefits
  • Review of the Benefit Estimate
  • Reinstating and purchasing service
  • Benefit plans
  • How and when to apply for retirement
  • Working after retirement
  • Social Security
  • Health insurance after retirement
Wednesday July 30, 2025 1:00pm - 2:00pm CDT
PMC 103
 
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