PERSI Education
Workshops on Retirement & Financial Management – Our presenters are PERSI employees with strong financial planning and adult education backgrounds. They do not sell or endorse any product - their only interest is in providing you with high quality education to equip you to make well informed financial decisions.
myPERSI Account (PERSI Account Balances and Projections - Login required) – You will be able to use your actual PERSI Base and Choice Plan account balances and data, and can calculate how much to save in your Choice plan to meet your savings and retirement goals.
Go to a PERSI/Financial Education Workshop
PERSI Training Specialists provide a variety of presentations throughout Idaho. If you'd like a workshop at your place of employment, ask your payroll/human resources department to schedule one.
Employers Workshops
If you would like to schedule a workshop on PERSI Base and Choice Plan information or Financial Education, please call PERSI at 1-800-451-8228 or 208-334-3365.
Estate Planning Inventory (with fill-in fields)
- Before you head out to find that Estate Planning Attorney, spend some time filling out the Estate Planning Inventory. This 20 page worksheet will allow you to identify and streamline your assets and can also assist in simplifying the planning process.
Over 100 On-Line Financial Calculators on Budgeting, Credit Cards, Buying a Car, Home Mortgages, Home Equity Loans, Stocks, Insurance, Retirement and more.