Investment and Retirement Planning Solutions for Peace of Mind

At Firstmark Credit Union, we are committed to helping our members improve their long-term financial success. We have partnered with Trusted Capital Group (TCG), who has built an impressive business based on straight talk, personalized service and years of experience working with educators. Their dedicated team of professionals serve from deeply held values, which align with our own. TCG is focused on promoting financial education and services to help you make informed decisions and achieve financial success. With TCG, our members will benefit from a dynamic investment program that includes:

  • An affordable fee structure that will bring you savings
  • An easy process to schedule advisory services through the TeleWealth platform
  • Access to advisors conveniently available to meet with members virtually or by phone
  • Access to Social Security and retirement plan resources
  • Access to knowledgeable advisors closely familiar with the Teacher Retirement System (TRS)
  • Access to bilingual advisors for service in Spanish
  • Access to financial literacy through financial seminars, blogs and podcasts

TCG’s trusted advisors are eager to help you define and achieve what financial success and well-being means to you.  

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TCG Seminars
Educator-Focused Retirement Seminar, Understanding TRS and The Retirement Income Gap

 

As an educator, your retirement income will likely come from the pension plan you earn through years of service, but these benefits may not be enough. Calculating your retirement income gap is crucial to financial success after your prime working years. 

Webinar hosted by TCG and discussed the financial benefits and steps to consider as an educator prepares for retirement. Video for playback coming soon.

Topics covered: 

  • Understanding your TRS pension & Social Security 
  • Assessing your retirement income gap
  • Difference between 403(b) & 457(b) retirement plans 
  • Benefit of consolidating employer accounts 
Please view our previous virtual seminars.