Broker Check
08 July
TRSNYC Retirement Seminar (Zoom) — Understand Your Pension Options & Maximize Your Benefits | July 2026

Description

Your TRSNYC pension payment option is one of the most important financial decisions you will ever make — and once submitted, it cannot be changed. Many NYC educators wait until their final year of service to review their options, but the most impactful planning opportunities happen years earlier.

Join us for a free, one‑hour TRSNYC Retirement Seminar designed for New York City teachers and school professionals who want to understand their pension choices, avoid irreversible mistakes, and build a confident retirement plan. This July session is ideal for educators across all five NYC boroughs, Long Island, Westchester County, and the Hudson Valley.

What You’ll Learn

  • Pension Payment Options — How each TRSNYC option affects income and survivor benefits

  • Tier‑Specific Rules — Key milestones and age thresholds for Tier 4 and Tier 6

  • TDA / Roth TDA Coordination — Aligning supplemental savings with your pension

  • Avoiding High‑Impact Mistakes — Decisions that permanently reduce retirement income

  • Long‑Term Planning Layers — Survivor needs, long‑term care, and estate considerations

Who Should Attend

TRSNYC members in any tier, typically 1–15 years from retirement, or anyone who has not yet reviewed how their pension option will shape their long‑term financial life.

FAQ

Is this seminar free? Yes. This is a complimentary educational session. No products will be sold.

Who is this seminar for? NYC teachers, paraprofessionals, administrators, and TRSNYC members seeking clarity on pension options and retirement timelines.

What happens after the seminar? Attendees may request a complimentary Personal Retirement Analysis, including pension projections, TDA strategy, and long‑term planning review.

About Your Host

Peter Knapp, CLU®, has specialized in TRSNYC and NYSTRS retirement planning for over 40 years and has guided hundreds of educators through their most important financial decisions.

Register Today

Seats are limited. After registering, you’ll receive a confirmation email with your Zoom link.

RSVP

Date and Time

Wed, Jul 08, 2026

4:30p - 5:30p EST

Location

Online via Zoom

PT1H

Event Registration

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