Educator Retirement WorkshopLess than 5 years from retirement?
Let’s get you ready!
Upcoming Dates:
- Thursday, Jan 22, 2026 @ 6pm
- Wednesday, Feb 26, 2026 @ 6pm
- Thursday, Mar 26, 2026 @ 6pm
Location: KWS Financial Group
3407 W Alberta Rd Edinburg, TX 78539
Educators often worry about gaps between their TRS pension and real retirement expenses. At our workshop, you’ll learn strategies to close that gap, coordinate Social Security and TRS benefits, and understand your health‑care options.
Our focus goes beyond just the financial aspects. We understand that retirement is about more than just money it’s about creating a fulfilling and meaningful post-work life. Our consultants will work with you to envision your ideal retirement lifestyle and develop strategies to achieve it. Whether it’s traveling the world, pursuing hobbies, or giving back to your community, we will help you align your financial plan with your dreams and aspirations.
workshop topics
Maximize Your TRS Pension
We'll explain how to understand your pension formula and purchase service credit.
Optimize Social Security
We'll describe strategies to coordinate TRS benefits and Social Security.
Healthcare in Retirement
We'll outline coverage options and how to estimate costs.
Bridge the Income Gap
We'll discuss using IRAs and 403(b)s to fill the gap between TRS and real expenses.
Jeremiah is a retirement planner and founder of KWS Financial Group, helping educators and administrators create tax-smart, reliable income plans for retirement. He specializes in TRS optimization, Social Security coordination, and bridging the income gap with IRAs and 403(b)s.
Jeremiah Castaneda
retirement planning insurance
Middle School Coach (Mission ISD)
I had no idea how important timing my Social Security was until I attended. The workshop gave me actionable strategies that I hadn’t considered, and now I feel confident in my retirement plan.
High School Principal (McAllen ISD)
The TRS pension calculator demo was eye-opening. The workshop helped me identify gaps I need to fill with IRAs and 403(b)s, and I now have a clear roadmap for retirement.
Investment advisory services offered through KWS Advisory Group, LLC, a registered investment advisor in Texas. Neither KWS Advisory Group, LLC nor KWS Financial Group, LLC are affiliated with any government agency and do not provide tax or legal advise.
Maria Lopez,
High School Teacher (Edinburg ISD)