Financial Literacy to Protect School Districts from Audits, Regulators: We have been offering Retirement and Investment Seminars in Texas in the areas of TRS Education and Learning about 403b Annuities, Mutual Funds and Managed Mutual Funds statewide for school districts, Educator conferences and public venues since 1995 as an Insurance agent and later as a Financial Advisor whenever I joined PlanMember Securities as a Financial Advisor.
We can also provide Financial Literacy to help Protect School Districts from Audits by Regulators and stress the importance of offering the 403b program.
As we are familiar with Private Pension Plans and 401k rollovers we are able to do financial seminars for various groups outside of education and non-profits. Our seminars show the importance of diversification and a professional money manager. We also introduce the PlanMember Retirement Plan so as to not put the product first. This allows the investor to have a retirement and investment plan to help protect the future before they invest. We would be pleased to offer customized seminars by simply contacting EFS’ owner Jay Finn, CPA at his offices, (713) 520-0010 at any time.
*Please also contact your legal or tax advisor or call the offices of Jay Finn, CPA, LLC. where tax advice can be uniquely available from a Financial Advisor that is also a CPA as opposed to many other Financial Advisors.
Representative is registered with and offers only securities and advisory services through PlanMember Securities Corporation, a registered broker/dealer, investment advisor and member FINRA/SIPC, 6187 Carpenteria Ave., Carpenteria, CA 93013, (800) 874-6910. EFS Financial and PlanMember Securities Corporation are independently owned and operated. PlanMember is not responsible or liable for ancillary products and services offered by EFS Financial or this representative. Jay Finn, CPA, LLC provides tax advice and PlanMember Securities Corporation disclaims all responsibility and liability for such advice.
Your eligibility for service retirement is determined by your age and years of TRS service credit. In combination, your age and years of service credit, along with the date you joined TRS and your eligibility for grandfathering, determine when you are eligible for an unreduced, normal-age retirement annuity or for an early-age retirement annuity reduced according to actuarial tables or based on a flat percentage rate.
