As summer winds down and a new school year approaches, it’s the ideal time to ensure your TRSNYC retirement plan is fully optimized. Your pension payment option is permanent 30 days after retirement—and the most valuable planning opportunities always happen years before your target retirement date, not at the end of your career.

Join Westchester Financial Partners for a free, one-hour TRSNYC Retirement Seminar designed specifically for New York City public school teachers, paraprofessionals, and administrators. Learn how to decode your retirement choices, sidestep irreversible pitfalls, and start the new school year with absolute confidence.

This August session is ideal for educators working across all five NYC boroughs (Manhattan, Brooklyn, Queens, the Bronx, Staten Island), Long Island, Westchester County, and the Hudson Valley.

What You’ll Learn:

• Pension Payment Options 🏛️— How your choice of a maximum retirement allowance versus survivor options structurally impacts your cash flow and family benefits.
• Tier-Specific Milestones ⏳— Navigating key age, service requirements, and benefit reductions for Tier 4 and Tier 6 TRSNYC members.
• TDA & Roth TDA Coordination 📈— How to maximize your Tax-Deferred Annuity (TDA), leverage the fixed-return fund effectively, and coordinate supplemental retirement savings with your defined benefit pension.
• Avoiding High-Impact Mistakes ⚠️— Recognizing and avoiding the critical missteps that permanently reduce retirement income.
• Comprehensive Financial Protection 🗺️— Balancing your pension with survivor needs, long-term care coordination, and estate planning considerations.

Who Should Attend?

TRSNYC members in any tier who are within 1 to 15 years of retirement, or any school professional looking to align their pension option with a secure, long-term financial plan.

Frequently Asked Questions (FAQ):

• Is this seminar free? Yes. This is a complimentary, strictly educational workshop. No products are sold or promoted.
• Who is the host? The seminar is hosted by Peter Knapp, CLU®, founder of Westchester Financial Partners. With over 40 years of specialized experience in TRSNYC and NYSTRS systems, Peter acts as an invaluable advocate and resource for NYC educators planning their futures.
• What happens after the seminar? Attendees are eligible to receive a complimentary Personal Retirement Analysis, consisting of concrete pension projections, TDA contribution/allocation strategies, and a holistic retirement readiness review.

Reserve Your Spot Today

Space on Zoom is limited. Please register in advance to secure your placement. After registering, you will receive a confirmation email containing your unique link to join the meeting.