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Our Retirement Specialists are standing
by to help during regular business hours (Email during
evenings, weekends, and holidays) |
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Retirement Seminars
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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:
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March 10,
2010 |
Wednesday
from 8:00 a.m. to 1:00 p.m. |
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March 24,
2010 |
Wednesday
from 8:00 a.m. to 1:00 p.m. |
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April 7,
2010 |
Wednesday
from 8:00 a.m. to 1:00 p.m. |
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April 21,
2010 |
Wednesday
from 8:00 a.m. to 1:00 p.m. |
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May 5, 2010 |
Wednesday
from 8:00 a.m. to 1:00 p.m. |
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May 19, 2010 |
Wednesday
from 8:00 a.m. to 1:00 p.m. |
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June 2, 2010 |
Wednesday
from 8:00 a.m. to 1:00 p.m. |
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June 16,
2010 |
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:
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March 3, 10
and 17, 2010 |
Wednesdays
from 6:00 p.m. to 9:30 p.m. |
Closed |
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April 7, 14
and 28, 2010 |
Wednesdays
from 6:00 p.m. to 9:30 p.m. |
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May 5, 12
and 19, 2010 |
Wednesdays
from 6:00 p.m. to 9:30 p.m. |
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June 2, 9
and 16, 2010 |
Wednesdays
from 6:00 p.m. to 9:30 p.m. |
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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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