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Our Retirement Specialists are standing by to help during regular business hours (Email during evenings, weekends, and holidays)

 

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 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:

March 10, 2010 Wednesday from 8:00 a.m. to 1:00 p.m.
March 24, 2010 Wednesday from 8:00 a.m. to 1:00 p.m.
April 7, 2010 Wednesday from 8:00 a.m. to 1:00 p.m.
April 21, 2010 Wednesday from 8:00 a.m. to 1:00 p.m.
May 5, 2010 Wednesday from 8:00 a.m. to 1:00 p.m.
May 19, 2010 Wednesday from 8:00 a.m. to 1:00 p.m.
June 2, 2010 Wednesday from 8:00 a.m. to 1:00 p.m.
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:

  March 3, 10 and 17, 2010

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

Closed
  April 7, 14 and 28, 2010

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

 
  May 5, 12 and 19, 2010

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

 
  June 2, 9 and 16, 2010

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

 

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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