Financial Planning Seminars Needed Now More Than Ever

Whether you have chosen TRS or ORP as your retirement plan, you will want to attend the Financial Planning Seminars at this year’s convention in Austin. 

On Friday, February 20, at 8:00 a.m., a representative from the Social Security Administration will discuss recent congressional developments, as well as the Government Pension Offset and Windfall Elimination Provision.

Later that day, at 1:00 p.m., members will learn about “TRS, ORP, Social Security and 403-b (TSA)” with financial advisors Jay Allen Finn and Tim Webster. Mr. Finn is a Certified Public Accountant and former IRS agent. According to the speakers, they will explore “How to invest your ORP, Partial Lump Sum and 403(b) with current maximums to maximize your nest egg utilizing a proven approach for retirement planning, including the most important changes to 403(b) in 50 years.”

Details about programs offered at the convention, as well as registration and hotel information, are available here.