We offer free retirement planning seminars to all members. Seminar materials will be provided and there is plenty of free parking. 

 

Seminars are held at our office, located at:

 

2223 E. Wellington Avenue, Suite 100

Santa Ana, CA 92701       Click here for a Map

Pre-retirement Planning Seminar (No registration required)

If you are planning to retire within the next three years, we recommend that you attend one of the pre-retirement seminars. Representatives from Deferred Compensation, Social Security, Retiree Medical and OCERS will discuss all of your retirement benefits and options, and address any questions that you may have. Don't miss out on this valuable information.  

Scheduled Dates:

	September 8, 2010	Wednesday from 8:00 a.m. to 1:00 p.m.
	September 22, 2010	Wednesday from 8:00 a.m. to 1:00 p.m.
	October 6, 2010	Wednesday from 8:00 a.m. to 1:00 p.m.
	October 20, 2010	Wednesday from 8:00 a.m. to 1:00 p.m.

Financial Strategies for Retirement Planning Seminar (Registration required)

Financial Strategies for Retirement Planning seminars, consists of three meetings covering important topics such as: Deferred Compensation, investment choices, tax-free and low-cost investing, how to determine your retirement goals, how to reduce your current income tax and County retirement.  Financial planning tips for anyone, whether you are planning to retire in 3 years or 30 years. Individuals and couples are welcome (spouses are encouraged to attend). Light refreshments provided.

Scheduled Dates:

	Sept. 1, 8 and 15, 2010	Wednesdays from 6:00 p.m. to 9:30 p.m.	Closed
	Oct. 6, 13 and 20, 2010	Wednesdays from 6:00 p.m. to 9:30 p.m.
	Nov. 3, 10 and 17, 2010	Wednesdays from 6:00 p.m. to 9:30 p.m.