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 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 your retirement benefits and options, and address any
questions that you may have. Don't miss out on this valuable
information.
Click here to view the schedule of presenters.
Please note all Pre-retirement Seminars are held from 8:00 a.m. to 2:30
p.m.
Scheduled Dates:
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June 5, 2013 |
September 4,
2013 |
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June 19,
2013 |
September
18, 2013 |
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July 3, 2013 |
October 2,
2013 |
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July 17,
2013 |
October 16,
2013 |
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August 7,
2013 |
November 6,
2013 |
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August 21,
2013 |
November 20,
2013 |
Please note that OCERS does not
provide food or drinks at the daytime seminar but attendees
are welcome to bring drinks. In addition,
there are restaurants and coffee houses nearby where
attendees can purchase food or drinks during the morning or
lunch break. No food is allowed in the meeting room.
Financial Strategies for Retirement Planning Seminar
(Registration required)
Financial Strategies for Retirement Planning
seminars consists of three meetings covering
important topics such as:
OCERS-covered retirement benefits,
deferred
compensation,
investment choices, tax-free and low-cost investing,
how to determine your retirement goals,
and how to
reduce your current income tax. Financial planning tips
are for
everyone,
no matter 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:
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June 5, 12 and
19, 2013 |
Wednesdays
from 6:00 p.m. to 9:30 p.m. |
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July 10, 17 and
24, 2013 |
Wednesdays
from 6:00 p.m. to 9:30 p.m. |
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None in August |
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September 4,
11 and 18, 2013 |
Wednesdays
from 6:00 p.m. to 9:30 p.m. |
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October 2, 9
and 16, 2013 |
Wednesdays
from 6:00 p.m. to 9:30 p.m. |
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November 6,
13 and 20, 2013 |
Wednesdays
from 6:00 p.m. to 9:30 p.m. |
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None in December |
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Click here
to register for a Financial Strategies Seminar.
For more
information about the Financial Strategies for Retirement
Planning seminars, please contact Robert
Kinsler at (714) 558-6230.
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