Retiring soon? Bring your lunch

Human Capital Management’s Benefits Department will host a retirement lunch and learn session with Trusted Capital Group to provide employees the opportunity to gain insight into various aspects of retirement planning, including Social Security, TRS, and retirement savings.

The lunch and learn will take place from noon to 1 p.m. on May 16 in Suite 205 at the Linus D. Wright Dallas ISD Administration Building. Lunch will not be provided, but participants are welcome to bring their own. Click here to register for the Retirement Lunch and Learn with TCG Services.

The goal of the Benefits Department’s lunch and learn is to empower employees to make informed decisions about their benefits and retirement, ultimately fostering financial security and well-being among team members. The following topics will be presented:

1. Understanding Social Security—Learn about Social Security benefits, eligibility criteria, and strategies to maximize your benefits.
2. Teacher Retirement System Explained—Dive into the specifics of TRS, including contributions, benefits, and retirement options available to educators.
3. Retirement Savings Accounts—Explore different retirement savings vehicles, such as 401(k), IRAs, and the importance of starting early to build your nest egg.
4. Windfall Elimination Provision and Government Pension Offset—Understand how WEP and GPO may affect your Social Security benefits and strategies to mitigate their impact.
5. Q & A Session—Your chance to ask questions and seek clarification on any retirement-related topics discussed.

For additional questions, employees may contact the HCM Benefits Department at 972-925-4300 or email retirement@dallasisd.org .