Teacher Retirement System

UFCU seminars and events are built upon four pillars of financial health, designed to help you at every stage of your journey: spending, saving, borrowing, and planning.

Jun

13

Teacher Retirement System (TRS) Webinar

It’s Important for you to understand your retirement benefits and options. At UFCU, we can help you explore your options and help you reach your financial goals when you retire with Teacher Retirement System of Texas (TRS) benefits. In this webinar we’ll cover the following topics:

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

This event supports the financial health pillar of planning.

*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. The credit union has contracted with CFS to make non-deposit investment products and services available to credit union Members. Fixed insurance products are offered through CFS Insurance & Technology Services, LLC. CFS does not provide tax or legal advice. For such guidance, please consult a qualified tax and/or legal advisor.

DATE:

TIME:

DURATION:

June 13, 2023

11:30 AM

1.5 Hours