(281) 973-9290

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19506 Highway 59 N, Suite 315 Humble, TX 77338

Educator Retirement Workshop

Live Financial Planning Events

Session 1: Beginning The Retirement Process

Chapters

3:02 – Legal Disclosures

3:42 - Requirements 
for Retirement

6:30 – Service Credits

10:10 – Where Do I Begin?

11:59 – Starting the Retirement Process

18:33 – Conclusion

Supporting Documents


Request For Estimate
 Of Retirement Benefits

Session 2: Completing The Retirement Forms (P.1)

Chapters

1:28 – Legal Disclosures

2:09 – Retirement Packet Arrival

3:47 – Understanding the Retirement Estimate

7:16 – Annuity Options

20:49 – Conclusion

Supporting Documents


Service Retirement Estimate

Application for Service Retirement (page 1)

Application for Service Retirement (page 2)

Application for Service Retirement (page 3)

Session 3: Completing The Retirement Forms(P.2)

Chapters

1:28 – Legal Disclosures

2:07 – Discussion Points

2:28 - Post Retirement Work

5:50 – Investment        Strategies

9:52 – 3 Little Banks

14:02 – Social Security

20:53 - Conclusions

Supporting Documents


Partial Lump-Sum Option (PLSO) Election

Federal Income Tax Withholding (page 1)

Federal Income Tax Withholding (page 2)

Direct Deposit Request

Notice of Final Deposit before Retirement and School Official Certification of Salaries

Session 4.1: Insurance Coverage For Non-Medicare Retirees

Session 5: Important Post Retirement Considerations

Chapters

1:28 – Legal Disclosures

2:07 – Discussion Points

2:28 - Post Retirement Work

5:50 – Investment        Strategies

9:52 – 3 Little Banks

14:02 – Social Security

20:53 - Conclusions

Documents


Government Pension Offset

Windfall Elimination Provision
Finance Speaks Kyle Sadler YouTube Channel
I'm Retired Financial Book

Purchase Kyle's Best-Selling Book

Presenting 99 fresh ideas to keep you active and engaged, "I’m Retired… Now What?" is more than just a list of things to do. Written by a financial advisor who has worked with retirees for more than sixteen years, this guide helps you see your continued value and recognize the importance of living this new phase well.

Contact Us

Precept Wealth Management
19506 Highway 59 N, Suite 315
Humble, TX 77338


Office: (281) 973-9290
Fax: (281) 973-9602
Email: info@preceptwealthwm.com

Legal

Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC in TEXAS, CALIFORNIA, and LOUISIANA. 
Investment Advisor Representative,
Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor, Cambridge and Precept Wealth Management are not affiliated.

http://brokercheck.finra.org/

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