Retirement Review

Complimentary for Public School Staff

Call details provided upon confirmation

Available Monday - Friday

8am - 7pm

(Saturday by Request)

➡️How to increase retirement savings

➡️DROP Program and 2023 Changes

➡️Tax Free Retirement Solutions

➡️ Information about 403b Plans

to schedule

your Retirement Review.

Name *

Email *

Mobile Phone *

School District *

Are you currently enrolled in FRS Pension or FRS Investment? *

Pension Plan

Investment Plan

Unsure

Years of Service in FRS *

Position *

Would you prefer a phone call or virtual call? *

Phone Call

Virtual Call (Google Meet)

Please share anything that will help us prepare for our meeting:

I understand Luis will contact me to go over retirement goals, FRS, income analysis, increasing retirement savings, & benefits in retirement.

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