The Summer Educator Packet

With the end of the school year rapidly approaching, students can look forward to completing summer packets to stay on top of their academic progress. As an educator, are you making progress on preparing for a confident financial future? Whether you’re finishing up your final semester or have years left before retirement, the time is now to understand how your assets can work to meet your short- and long-term goals and what you can do to improve your financial outlook.

Get a Jumpstart on Preparing for Your Financial Future

You understand the benefits of having students complete worksheets and checklists to master skills and concepts. In reality, these types of resources can be just as valuable for adults looking to take charge of their future.

Rather than making guesses about how much money you’ll need in retirement, how far your assets will go, what you could be doing differently to earn better returns or how your TRS benefits will impact your projected lifestyle, why not spend a few minutes to actually find out? Plus, statistics show that having a written plan for the future translates into increased retirement confidence and an increased likelihood of achieving specific goals, and our summer packet is a great way to transition into a written plan.

The Resources You Need to Solidify Your Plans

Often, our clients tell us that knowing where to start is the hardest part of preparing for the future. To simplify that process, we’ve created a summer packet that summarizes some of the most important aspects of your finances, from your budget and educator benefits to tips you can use to shore up your estate. Packet materials include:

  • What’s Your Tomorrow? Understanding TRS: Find out more about the Teacher Retirement System (TRS) of Texas, how the plan works, your tier placement and what it all means for your retirement.
  • Fillable Budget Worksheet: Identifying where your money is going today can help you better understand how to allocate it appropriately in retirement. Use this simple worksheet to get started.
  • Financing Your Future Checklist: Knowing where to start in the planning process isn’t easy. Use this checklist to determine what steps you need to take to get a grip on your finances today and tomorrow.
  • 25 Life & Death Documents: What documents are needed in order for you to establish a plan that ensure your wishes are heeded and your heirs are protected? Find out from this critical overview.

These resources can be valuable in do-it-yourself planning, and even more valuable when used in conjunction with professional support from a team of trusted experts. To download your copy of our Summer Educator Packet, simply fill out the form and we will get in touch to see if you’re interested in scheduling a complimentary consultation.

Fill out the form below for your complimentary copy of our Summer Educator Packet!

Summer Educator Packet