2024 HR Insider Fall Newsletter

Fall 2024

Retirement Mission Square Retirement Upcoming Education Webinars

WEBINARS TAILORED TO MEMBERS

All webinars are held from 12:00 p.m. - 1:00 p.m. Register HERE for all webinars below. Navigating the Next Chapter: Preparing for Your Retirement If you’re retiring soon, you probably have many questions about your retirement accounts. Learn what you should consider next. Wednesday, October 16th Retirement 101: A Comprehensive Overview

Most of us imagine retirement as a happy time - a reward for a lifetime of hard work, full of possibilities. With Ame- ricans living longer, retirement will make up a full third of many people’s lives. This makes planning for it essential. Wednesday, October 23rd Quarterly Economic Overview Join MissionSquare Retirement for an update on the finan - cial markets for the most recent quarter. Wednesday, October 30th Financial Planning Basics: How to Set and Achieve Your Goals

ASSOCIATION OF FINANCIAL EDUCATORS - Retirement planning is more than just understanding your TCDRS benefits. Join TCDRS as we host speakers from the Association of Financial Educators to provide you with additional information related to budgeting, saving, and other financial resources to help you plan for retirement and the unexpected on your road to retirement. 457s & IRAs Wednesday, October 23th, 12:00 - 1:00 p.m. Click HERE to register. Savvy Cybersecurity Thursday, November 14th, 12:00 - 1:00 p.m. Click HERE to register. Retirement Options Retirees Must Know Wednesday, December 4th, 12:00 - 1:00 p.m. Click HERE to register. WELCOME TO TCDRS Welcome to your new job with a county or district that participates in the Texas County & District Retirement System! TCDRS is one of the best funded retirement systems in the country and provides lifetime benefits to eli - gible members at retirement. In this webinar, you’ll learn how you and your employer are saving for your future benefits, the importance of designating beneficiaries, and get an introduction to all the resources available to you at TCDRS.org. Friday, November 1st, 9:00 - 9:30 a.m. Click HERE to register. PREPARING FOR A SUCCESSFUL TCDRS RETIREMENT Retirement is not just about the money. If you are thinking about retiring in the next five years, join TCDRS for a webinar about how to plan for a successful retirement. We’ll not only talk about the financial aspect of retirement, but the emotional transition as well. Plus, we’ll walk you through the steps for processing your TCDRS retire- ment. 2 Sessions - Friday, November 8th, 9:00 - 10:00 a.m. and Wednesday, December 11th, 12:00 - 1:00 p.m. Click HERE to register. ENVISION YOUR FINANCIAL FUTURE Retirement planning begins on day one. Join TCDRS for a webinar to review how your TCDRS retirement plan works and how life changes can impact your benefits. We’ll also discuss the importance of saving outside your TCDRS plan. The earlier you start saving for retirement, the more options you’ll have when you are ready to take that next step. Wednesday, November 13th, 12:00 - 1:00 p.m. Click HERE to register.

Everyone can benefit from a financial plan that is tailored to individual needs and circumstances. A financial roadmap can motivate you to save money, help you meet your financial goals, and improve your overall financial security now and in the future. Wednesday, November 6th Effective Estate Planning: Protecting Your Assets for the Future An effective estate plan can help ensure your family’s financial needs will be taken care of, and that your personal wishes will be carried out in the event of your death. Wednesday, November 13th Retirement Income Planning: Tips to Help Make Your Money Last Understanding how much income you’ll need to support the retirement you want, and positioning your assets to provide that income, is important. While there’s no one-size-fits-all plan, there are steps you can take to maximize the possibility of a financially secure retirement. Wednesday, November 20th Making the Most of Social Security - Retirement Income Enhancing Strategies Understand the basic elements of the Social Security program and focus on strategies that can help make the most of the benefits you receive. Wednesday, November 27th Managing Your Investments: Helping To Keep Your Retirement On Track An investing strategy is a carefully planned and prepared approach to managing and accumulating money to help meet your short-, mid-, and long-term financial goals. Investment planning requires discipline and patience, but it doesn't have to be difficult. Wednesday, December 4th The Medicare Puzzle: Understanding Your Medicare Options There are many pieces to the Medicare puzzle you need to be aware of. Gain insight to Medicare and the impor- tance of knowing just when you need to apply. Wednesday, December 18th

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