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Updated:  April 7, 2008

Region 10 Education Service Center is hosting a second FREE Retirement Planning Seminar to any employee of a Region 10 District. We are pleased to have highly respected TCG Advisors leading the seminar. TCG has specialized in advising education professionals and is the Investment Advisor to Region 10 ESC’s Retirement Asset Management Services (RAMS). Response to the first seminar held on March 22 was extremely positive including the following comments from participants:

“I feel a great sense of relief that I now can make more educated decisions regarding the investment choices that need to be made from this point on.”

“The fact that the training was not only unbiased, but it was presented by people who are knowledgeable about the way teacher retirement in Texas works and exceptionally knowledgeable about personal finance….”

“… it became clear to me as I listened to the Region X presentation that the advice I had received previously was inappropriate because of the type retirement we have through TRS. I cringe to think of the monumental mistakes I was headed for as a result of meeting several previous financial advisors who did not have expertise with TRS.”

 “I will definitely be recommending this presentation to my colleagues.”

 Topics to be Covered

• What do I do with money in my District’s TERRP or 457 Account?

• Assessing your TRS annuity:

  • Will it be adequate over your lifetime?

  • Which TRS Annuity Option is right for you?

  • What about the Partial Lump Sum option?

• If you are not yet ready to retire, how can you maximize your investments and TRS income?

• Should you purchase Long Term Care insurance?

• How should you invest prior to and after retirement? How to avoid scams!

• What about Social Security? What if my spouse is employed in private industry?

Register at:

Retirement Planning Seminar - May 21, 2008