URS Pre-Retirement Seminar: May 12, 2023

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 and Firefighters

              Tier 2 Public Employees Hybrid

              Tier 2 Public Safety and Firefighters Hybrid

              Tier 2 Defined Contribution (401(k) Option)


Recorded Sessions

Division of Securities

Estate Planning with Wade Taylor

Transition to Retirement: Creating Your Retirement Lifestyle


Seminar Booklets

Download the booklet based on your retirement system for supporting information to the live and 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


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