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TRS - Planning for Retirement
It's important for you to understand your retirement options.
At UFCU we want to help our members reach their financial goals.
In this webinar, we'll explore your options for reaching your financial goals when you retire with Teacher Retirement System of Texas (TRS) benefits.
In this webinar, we’ll cover the following topics:

•TRS Rules
•TRS Pension Calculation and Survivor Benefit Options
•Partial Lump Sum Option (PLSO)
•Creating a Retirement Income Plan that includes your TRS benefits.
•Voluntary Retirement Plans
•Managing your retirement account investment options
•Risk tolerance

Hosted by Rodney Nelson, CFS* Financial Advisor at University Federal Credit Union.

*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. ("CFS"), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. UFCU has contracted with CFS to make non-deposit investment products and services available to credit union members.

Aug 9, 2021 04:00 PM in Central Time (US and Canada)

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