San Antonio, Texas, March 5, 2012 - Ruben Ruiz, award-winning author, educator advisor and president of The Ruiz Financial Group LLC and Money Concepts, will be presenting workshops for teachers and administrators who are grandfathered under the Teacher Retirement System or planning to retire within the next 3 years. It is also for those who were planning to retire but found out about “The Truth in Retirement” and will have to work for a few more years.
The major topics of concern for teachers are the financial condition of the TRS pension plan, how TRS retirement payments are calculated, options for beneficiaries, Social Security and private retirement plans like 403(b) and individual retirement accounts.
Many school districts are trying to help their “grandfathered” TRS members retiring this year because of the current crisis in the Texas Education Funding. The workshop will address TRS members that are “grandfathered” by age or years of service.
“For many educators, retirement is right around the corner, maybe even this year or the next,” Ruiz said. “The biggest problem for retirees is not investing time to be fully aware of their retirement options and just doing ‘good planning’.”
Mr. Ruiz has been practicing as a financial advisor for over 30 years and has been working with educators and teachers for 20 years.
Each seminar can have a maximum of thirty participants and each seminar date and location is spread out to cover almost every school district in San Antonio.
Agenda Seminar
- Retirement is not what you think it is.
- TRS options for the rest of your life.
- Income reduction in retirement.
- Health insurance and taxes in retirements.
- Cash flow money management.
The following is the Spring Schedule of the Educator Retirement Planning Seminars:
St. Phillip College
1801 MLK Dr.
San Antonio, TX 78203
Center for Health Professions Building
Room 120 – (CHP 120)
Saturday, March 17th, 9:00 a.m.
Saturday, April 14th, 9:00 a.m.
Palo Alto College
1400 N. Villaret Blvd.
San Antonio, TX 78204
Brazos Hall, Room 200
Tuesday, March 20th, 5:00 p.m.
Thursday, April 12th, 5:00 p.m.
Thursday, May 3rd, 5:00 p.m.
Saturday, May 12th, 9:00 a.m.
Northwest Vista College
3535 N. Ellison Dr.
San Antonio, TX 78251
Pecan Hall, Room 114
Tuesday, March 27th, 5:00 p.m.
Tuesday, May 15th, 5:00 p.m.
Each seminar lasts about one hour, plus Q&A from the audience.
There is a maximum of 30 registrations per seminar. Please RSVP to priscillahurst@grandecom.net. If you have any questions call Priscilla Hurst at 1 (800) 818-0484.
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