As a healthcare professional it’s important for you to understand your retirement options. At UFCU, available through CFS*, we want to help you reach your financial goals. Please join us to learn more about your choices and opportunities when considering retirement from TRS. Topics include:
- TRS Retirement Rules
- TRS Standard Annuity Calculation
- Partial Lump Sum Option (PLSO)
- Government Pension Offset (GPO)
- Windfall Elimination Provision (WEP).
*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.
This lunch and learn presentation will start at 11:45 AM.
November 17, 2016
1 and a half hours
UTMB Jennie Sealy - Room 2.506B
301 8th St
Galveston, TX 77550