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Splendora ISD Retirement Planning Seminar

Thursday, May 12th at 4:30 PM CST 

Join us for a live webinar where we’ll cover important topics regarding your financial benefits as an employee of Splendora ISD, and what steps educators need to take to prepare for retirement.


Topics to be covered include:
  • Understanding TRS, the Tiers and “Rule of 80”
  • Is your TRS pension enough?
  • Social Security regulations that can affect your retirement
  • 403(b) and 457(b) – tax and savings advantages
  • Roth vs Pretax
  • Live Q&A available during the session
 

Blog Post: The Best Thing You Can Do for Your Personal Finances

Remember, saving money is a bit like running a race. It’s important for you to understand the time it takes each person to do this will vary based on income and debt load. Whether you are running a 5k, 10k, or a marathon everyone started the same way…

Can’t attend?

Schedule a TeleWealth Virtual Meeting to discuss your individual financial situation. Pick a time here.

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Perfect Team

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Perfect Team

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DISCLOSURES

Investment advisory services offered through TCG Advisors, an SEC registered investment advisor. Insurance Services offered through HUB International.

This website is not authorized for use as an offer of sale or a solicitation of an offer to purchase investments. This website is for informational purposes only and does not constitute an offer to sell, a solicitation to buy, or a recommendation for any security, or as an offer to provide advisory or other services in any jurisdiction in which such offer, solicitation, purchase or sale would be unlawful under the securities laws of such jurisdiction.

Past performance may not be indicative of any future results. No current or prospective client should assume that the future performance of any investment or investment strategy referenced directly or indirectly in this brochure will perform in the same manner in the future. Different types of investments and investment strategies involve varying degrees of risk—all investing involves risk—and may experience positive or negative growth. Nothing in this brochure should be construed as guaranteeing any investment performance.

This website may contain forward-looking statements and projections that are based on our current beliefs and assumptions on information currently available that we believe to be reasonable; however, such statements necessarily involve risks, uncertainties, and assumptions, and prospective investors may not put undue reliance on any of these statements.

Salary Finance branded loans are offered by Axos Bank® Member FDIC, and are subject to eligibility, underwriting, terms and conditions, and approval. Employees who primarily work in DC, IL, IN, NH, NJ, NY and WV are not able to make repayments via salary deduction due to state legislation, and instead will be asked to choose an alternative repayment method.