Financial and Retirement Planning Event 2024
Join us at the 2024 Human Resources and Organizational Effectiveness' Benefit & Retirement Financial Education and Retirement Planning Event to learn about budgeting, savings strategies, financial and retirement planning, and much more! The six Texas A&M University approved investment vendors, Empower Texa$aver 457 Program, and Teachers Retirement System of Texas will be onsite presenting as well as hosting information tables. Light refreshments will be available throughout the event. Door prizes will be given away.
Financial Education and Retirement Planning Event 2024
Wednesday, May 15 | 9 a.m. - 3 p.m. | Hildebrand Equine Complex
Event Flyer Register Here
Financial Presentations
- Registration is required for both onsite attendance and Zoom.
- All presentations will be available on Zoom.
- Attend all sessions or only a few.
Presentation Agenda
Getting a head start: A step-by-step overview of your plan. Understanding the retirement plans offered by your employer, the advantages of a retirement program, and how to create a retirement strategy.
With Mohammad Damra from Teachers Insurance and Annuity Association of America (TIAA)
A general review of Teachers Retirement System of Texas (TRS) benefits primarily focused on retirement information- eligibility, tiers, calculation of benefits, retirement plans, death benefits, and employment after retirement.
With Teachers Retirement System of Texas (TRS) representative from Austin
Ready, Set, Retire - Broad overview of general savings information for any stage of the journey to retirement.
With Danny Jensen from Empower (Texa$aver)
This is an opportunity to review Social Security benefits as well as gain a better understanding of claiming strategies in order to help estimate income one can expect to receive. This presentation outlines the history of Social Security, how Social Security benefits are calculated, as well as explores other options regarding the timing of starting benefits.
With John Kriel from Lincoln Financial
Vendor Tables
- Available from 9 a.m. - 3 p.m.
- Speak with vendors and get your questions answered!
- Vendors presenting: Teachers Insurance and Annuity Association of America (TIAA) , Teachers Retirement System of Texas (TRS), Texa$aver Deferred Compensation Plan by Empower Financial Service, Inc., and Social Security presented by Lincoln Financial
- Vendor tables: Corebridge Financial, Fidelity Investments, Lincoln Financial, Pentegra, Teachers Insurance and Annuity Association of America (TIAA), Voya, and Living Well at Texas A&M
Registration
Registration is required: Register Here
Print the Texas A&M Retirement Programs - A Guide To Investing In Your Future and bring it with you. Review it and take notes throughout the event.