TRS Retirement Readiness Education Workshop

Name: TRS Retirement Readiness Education Workshop
Start: 2024-08-31T10:00:00-05:00
End: 2024-08-31T12:00:00-05:00
Location: 4321 Prescott St. Corpus Christi, TX 78416

Schedule

Sat Aug 31 2024 at 10:00 am to 12:00 pm

UTC-05:00

Location

4321 Prescott St. Corpus Christi, TX 78416 | Corpus Christi, TX

If you are retiring this year or in the next 5 years, join Keynote Speaker R. Andrew Flores, CFP, ChFC, and CLU at Equitable Advisors 14th Annual TRS Retirement Readiness Education Workshop where he will discuss recommended strategies to protect and optimize your TRS pension. Spouses are encouraged to attend.
Topics To Be Covered
+ TRS and TRS Healthcare
+ TRS Payout Options
+ Social Security and Medicare
+ Retirement Process and Deadlines
+ Maximizing Your Pension
+ Planning Your Great Escape
+ Evaluating Roth IRA's and Long Term Care Needs
While this seminar will summarize, for your convenience, certain information about Teacher Retirement System of Texas (TRS) Social Security and Medicare, it is not an official explanation or discussion of these programs. This seminar is for informational purposes only. In the event of a discrepancy between any information provided and any information provided by TRS and/or the Social Security Administration or the Center for Medicare/Medicaid Services (CMMS), the TRS and/or SSA and/or CMMS information will take precedence. Securities offered through Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN). Annuity and insurance products are offered through Equitable Network, LLC. The Private Wealth Group is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network. The Private Wealth Group and Equitable Advisors do not offer tax or legal advice and are not affiliated with TRS, any federal or state agency or school district. Retirement Planning Specialist title awarded by Equitable Advisors, based upon receipt of a Certificate in Retirement Planning from the Wharton School of the University of Pennsylvania. PPG-5866863.2 (1/24)(Exp. 1/26)