TRS Retirement Preparation Workshops

Active Member Workshops

Want to learn more about the retirement system or the pre-retirement process?

Upcoming opportunities to attend a live presentation are listed below. Or, you can view a prerecorded session.

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Fall 2018 Pre-Retirement Workshops

The Montana Federation of Public Employees (formerly MEA-MFT) schedules pre-retirement workshops each fall in several communities, and TRS conducts its Ready-Set-Retire presentation at these events. This year, MFPE has scheduled workshops in the following locations:

• September 27, 2018 – Havre High School auditorium
• October 4, 2018 – Helena Middle School auditorium
• October 9, 2018 – Butte High School commons
• October 10, 2018 – Corvallis High School library
• October 23, 2018 – Ronan Middle School Performing Arts Center
• November 7, 2018 – Poplar High School auditorium

Each event is scheduled from 4:30 to 6:30 pm. Questions about the schedule or format of workshops should be directed to MFPE.

TRS staff also presented three talks in four sessions at the MFPE Educators' Conference in Billings (October 18-19, 2018). See links below for slides or video of the "TRS 101" and "Ready-Set-Retire" presentations.

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"TRS 101" Retirement System Basics

New! This presentation provides a general overview of Montana TRS. It was designed for newer teachers, those in mid-career, or anyone who wants to know more about TRS.

• SLIDES – full-color presentation slides OR print-friendly version

"Ready-Set-Retire" presentation

This updated material includes critical information for educators who are 3 to 5 years from retirement, as well as tips and resources to help TRS members plan ahead.

• VIDEO – View on our YouTube channel
• SLIDES – full-color presentation slides OR print-friendly version

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Employer Workshops

View TRS's Termination Pay presentation slides from the 2018 MASBO Regional Spring Workshops (pdf).