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Retirement Seminars

 

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Retirement Seminars

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 Wellington Avenue

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:

August 13, 2008

Wednesday from 8:00 a.m. to 1:00 p.m.

August 27, 2008

Wednesday from 8:00 a.m. to 1:00 p.m.

September 10, 2008

Wednesday from 8:00 a.m. to 1:00 p.m.

September 24, 2008

Wednesday from 8:00 a.m. to 1:00 p.m.

October 08, 2008 Wednesday from 8:00 a.m. to 1:00 p.m.
October 22, 2008 Wednesday from 8:00 a.m. to 1:00 p.m.
November 12, 2008 Wednesday from 8:00 a.m. to 1:00 p.m.
November 26, 2008 Wednesday from 8:00 a.m. to 1:00 p.m.

No food or drinks are 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:  "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:

  August

No Seminars in August 2008

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Sep 3, 10, and 17, 2008

Wednesday from 6:00 p.m. to 9:30 p.m.

Open

 

Oct 1, 8, and 15, 2008

Wednesday from 6:00 p.m. to 9:30 p.m.

Open

 

Nov 5, 12, and 19, 2008

Wednesday from 6:00 p.m. to 9:30 p.m.

Open

 

December

No Seminars in December 2008

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Click here to register for any 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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