URS Pre-Retirement Seminar: April 18, 2025

Agenda

8:30       Welcome

8:35       Social Security

9:30       Break

9:45       Retirement Savings Plans

10:45     Break

11:00     Retirement System Breakout Sessions

• Tier 1 Public Employees
• Tier 1 Public Safety & Firefighter
• Tier 2 Public Employee Hybrid
• Tier 2 Public Safety/Firefighter Hybrid
• Tier 2 401(k) (Defined Contribution) Option

Recorded Sessions

Division of Securities

Estate Planning with Brent Wamsley

Transition to Retirement: Creating Your Retirement Lifestyle

Seminar Booklets

Download the booklet based on your retirement system for supporting information to the recorded sessions above. 

Tier 1 Noncontributory

Tier 1 Contributory

Tier 1 Firefighter

Tier 1 Public Safety

Tier 2 Public Employee Hybrid Plan

Tier 2 Public Safety and Firefighter Hybrid Plan

Tier 2 401(k) Plan

Estate Planning

Estate Planning Brochure and Contact Information