Please join us for the Seminar on Connecticut Teachers' Retirement Benefits.

Presented by David Wurf

Hosted by Kurt Lenz, Mark Massa, Michael Massa, Matthew Stinson, Gregory Geloso, & Randy Makles

Topics will include:

Choosing a payment option: Plan N,C or D

1% supplemental & voluntary contributions

Purchasing additional service credits

Pre & post retirement death benefits

Pension & social security Windfall Elimination

Securities offered through Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA/SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC registered investment advisor. Annuity and insurance products offered through Equitable Network, LLC. Watermark Capital Management, Equitable Advisors and its affiliates do not provide tax or legal advice and are not affiliated with any school district, state agency or program. Please consult your tax and legal advisors regarding your particular circumstance. The information in this presentation is not investment or securities advice and does not constitute an offer. While this presentation summarizes certain information about the Connecticut’s Teachers’ retirement plan that we understand to be accurate and current, it is not an official explanation or discussion of the program.  This presentation is for informational purposes only.  In the event of a discrepancy between any information presented here and any information provided by the CTRB, the CTRB information will  take precedence. Watermark Capital Management is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network. PPG-5508488.1 (3/23)