FY26 A.I. What Teachers Want in Their Retirement Plan Options
What do teachers really need to feel confident in their retirement planning? This session unpacks new national survey data that reveals the key factors shaping teachers’ financial decision-making. We’ll take a deeper look at their barriers to retirement savings, who they trust for financial advice and how they view the relationship between financial advisors, plan fees and plan choice. This presentation will offer insights to help school business administrators understand what teachers really need to better prepare for retirement.
 |  |
 |
Nate Glassey
Executive Director
American Retirement Association
Tamara Indianer, CFP, AIF, CRES
Regional VP Northeast
Lincoln Investment
Tamara Indianer, CFP, AIF, CRES, Tamara is dedicated to helping individuals with all aspects of financial planning, focusing on employees of K-12 public schools. She has spent over 25 years helping people plan their financial future, 20 of which have been with Lincoln Investment. Tamara graduated with a Bachelor's Degree from Emory University in Atlanta, GA and a Master's Degree from Brandeis University in Waltham, MA. Tamara is the Past President of the National Tax-Deferred Savings Association (NTSA). Tamara is a frequent speaker on financial topics, including the 403(b) marketplace and 403(b) regulations. She has testified regarding Massachusetts legislation in front of the MA Joint Committee on Public Service. Tamara is the Regional Vice President of the Northeast for Lincoln Investment.
Kirsteen Patterson (Moderator)
Director of Finance and Operations
Wayland Public Schools
Kirsteen serves as the Director of Finance and Operations at Lincoln-Sudbury Regional School District, overseeing the district's financial planning, budgeting, and operational functions. With a strong background in public school administration, Kirsteen ensures fiscal responsibility while driving initiatives that support student achievement and district goals. Kirsteen is dedicated to fostering transparent communication, streamlining processes, and implementing innovative solutions to optimize resources and enhance operational efficiency.