Approaching Retirement on TRS or SURS

Tuesday, April 25, 2017

6:00 PM - 8:00 PM

Location:Yusunas Meeting Room

04-25-walsh

*** RSVP is requested. Please call 941-952-1188 or email Kelly.Holleran@lpl.com***

Are you worried about the Illinois state budget and the impact on TRS and SURS?  Putting together a solid savings plan for your future and developing a clear understanding of your retirement benefits is one of the best strategies to ensure a confident, enjoyable retirement. We will review the “Windfall Elimination Provision” and “Government Pension Offset” that affects pensioners past Social Security benefits and how they are calculated. We will introduce strategies that are only available to Teachers Retirement System and the State University Retirement System participants.  These strategies may mean more money to you and your family — If you are anywhere near retirement, now is the perfect time to sign up for this class.

For complete Money Smart Week 2017 program listing, go to: www.moneysmartweek.niu.edu

Securities Offered through LPL Financial Member FINRA / SIPC. Financial Planning and investment advice offered through Walsh & Associates, a registered investment advisor and separate entity from LPL Financial.

This presentation was created for educational and informational purposes only and is not intended as ERISA, tax, legal or investment advice. If you are seeking investment advice specific to your needs, such advice services must be obtained on your own separate from this educational presentation.

Categories: Adults, Guest Speaker, Money Smart Week, Sign-Up Required