Virtual Workshop: Approaching Retirement on TRS and SURS
April 14, 2021 @ 12:00 PM - 1:00 PM
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 could mean more money to you and your family. If you are anywhere near retirement, now is the time for this class.
Please register for this event. Once you register you will receive a confirmation email with a link to the Zoom meeting, a phone number to call into the Zoom meeting, and a password to the meeting. Join the Zoom meeting 5 minutes prior to the program, especially if you haven’t used Zoom before.
This workshop is part of Money Smart Week DeKalb County 2021.
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.
The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AL, AZ, CA, CO, CT, DE, FL, GA, IA, IL, IN, KS, MA, MD, ME, MI, MN, MO, NC, NH, NJ, NM, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, VT, WA, WI and WV.
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.
For additional information or help with registration, please contact Samantha at email@example.com or at (815) 756-9568 ext. 1701.