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Retirement Planning

Planning for retirement can be difficult. Learn how to prepare for retirement, what types of retirement plans available and how they work.

7 Retirement Terms You Need to Know

7 Retirement Terms You Need to Know

Retirement planning should start as early as now for everyone. The earlier you start locking down your future, the easier it is to plan, the earlier you will retire, and the more financially stable you will be when you stop working.  Before you start planning for your...

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TRS-Care, Medicare and TRS Annuity Options

TRS-Care, Medicare and TRS Annuity Options

Thanks everybody for joining today. We're gonna discuss some TRS options Healthcare and other insurance and retirement. This presentation is going to be a little shorter than the TRS and Social Security presentation that you have may have watched in the previous...

Create a personalized comprehensive retirement plan

Create a personalized comprehensive retirement plan

You were looking forward to your retirement. When that day comes, you hope you've saved enough money to cover your expenses and have some leftover for fun. But it can be tricky to come up with a plan to meet your goals. How much should I save? When can I retire? What...

How do I pick a financial planner for retirement?

How do I pick a financial planner for retirement?

Consider asking your financial planner how they get paid and if they are a fiduciary. Then meet with them to discuss their service options and learn whether they meet your needs. Lastly, pick a planner you get along with and trust. You will be working with them to...

Retirement Preparedness in Under 45 Minutes

Retirement Preparedness in Under 45 Minutes

Today's presentation is understanding TRS and social security for educators. My name is Edgar Ortiz. I'm a senior retirement planning specialist. My info is on the screen. You can make an appointment via email phone call use a virtual session or if your tech savvy you...

Do you need a financial advisor in retirement?

Do you need a financial advisor in retirement?

Retirement is a massive life change and mindset shift. When you go from accumulating assets to distributing assets to provide for your lifestyle, it is best to consult with a professional to help you make prudent decisions. A financial advisor will help you create an...

Retiring with Confidence

Retiring with Confidence

I want to start by introducing our two panelists today. Justin Fellers is a senior retirement plan specialist who educates plan participants provides investment guidance and councils employees to make their desired retirement picture reality. Justin is a graduate of...

10 Minute Retirement Planning Seminar

10 Minute Retirement Planning Seminar

Hello everybody. My name is Darrell Smith. I'm with TCG group Holdings. I'm here today to talk to you about retirement plans and services that you have available through your employer. We focus on Educators and your retirement plans and needs and options. One of the...

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