2025 Pension Institute Webinar Series

Event Details

Registration Register Online
Date Wednesday, March 19, 2025 – Thursday, March 20, 2025
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Time 8:55am–12:30pm
Delivery Method Webinar
Field of Study Finance - Technical - 4.0 Specialized Knowledge - 3.0 Economics - Technical - 1.0
NASBA CPE Earn 8.00 CPE Hours
Contact IGFOA
info@igfoa.org

Event Cost


Event Description

Plan to attend the 2025 Pension Institute featuring seven (7) virtual learning sessions, which qualifies for the eight (8) hours of annual continuing education required by the Illinois Department of Insurance! See below for an overview of the topics to be presented. To view the complete agenda and session items, please click the links below.

Session Descriptions, Speakers, and Learning Objectives 
Agenda
Speaker Bios 

Day 1 Wednesday, March 19, 2025
   
9:00 AM - 9:50 AM  
Economic Outlook for the US and Illinois
10:00 AM - 10:50 AM  
Alternative Investments: Consolidated Pension Investment Funds
11:00 AM - 12:20 PM  
Stop, Drop, and Roll! Actuarial Amortization ‎Periods/Methods, ‎DROP, Potential Impact of ‎Tier 2 Changes
12:30 PM - 1:30 PM  
Break
1:30 PM - 2:20 PM  
Understanding the Social Security Fairness Act and Planning for Retirement
   
Day 2 Thursday, March 20, 2025
 
 
9:00 AM - 10:20 AM  
PEDA and PSEBA
10:30 AM - 11:20 AM  
Evaluating and Modernizing 457(b) Plans; Fiduciary Best Practices and Enhancing Retirement 
11:30 AM - 12:20 PM  
Legislative Update
 
 

Delivery Method:  Group Internet Based
Program Level:  Refer to Session Descriptions and Learning Objectives
Prerequisites:  No prerequisites required
Advanced Preparation: No advanced preparation required
Field of Study:  Economics - Technical, Finance - Technical, Specialized Knowledge
Last Review/Revision/Update: March 3, 2025
NASBA CPE Credits: Earn about 8.0 CPE credits

IGFOA reserves the right to modify the agenda, sessions, and speakers.

Registration & Cancellation Policy

Payments by check should be mailed in advance or made at time of registration by credit card. 

Cancellation of an event registration is subject to the following policy:
• No refunds will be given for cancellations the day of the event and no shows.
• For IGFOA event registration cancellations five (5) business days or more prior to an event, refunds will be offset by a $20 cancellation fee. 
• For IGFOA event registration cancellations within five (5) business days of the training, refunds will be offset by a cancellation fee of 50% of the registration fee.
• A substitute attendee may be designated provided that the payment has been made and the IGFOA office has been notified in advance.
• Cancellation policy for chapter events may differ from this policy at the chapters’ discretion. 
• A written request for a refund must be emailed to the IGFOA prior to the event.

By submitting this registration, the applicant agrees to the registration and cancellation policy above.

IGFOA reserves the right to modify the agenda and/or speakers, cancel the training due to low enrollment, or to close registration if full.   Should IGFOA cancel an event, cancellation notice will be sent to the email address provided by each registrant and prominently posted at the IGFOA website page announcing the event.

If you have questions about the cancellation and refund policy, your membership, or a complaint, please contact IGFOA at info@igfoa.org. The IGFOA reserves the right to apply the non-member fee to any individual or government that has not paid dues for the current year.

Approved by the National Registry of CPE Sponsors

CPE SponsorsCPE Registry Illinois Government Finance Officers Association (IGFOA) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State Boards of Accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

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