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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 Sessions (No registration required)

If you are planning to retire within the next three years, we recommend that you attend our Pre-Retirement Sessions. 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.  The Pre-retirement Sessions are held between 8:00 a.m. and 3:00 p.m. Click here to view the schedule of presenters.

Scheduled Dates:

August 3, 2016 August 17, 2016
September 7, 2016 September 21, 2016
October 5, 2016 October 19, 2016
November 2, 2016 November 16, 2016
November 30, 2016  

Please note that OCERS does not provide food or drinks at the daytime sessions 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 Planning Class (Registration required)

The Financial Planning Class 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 5 years or 30 years.  Individuals and couples are welcome (spouses are encouraged to attend).
Light refreshments provided.

Scheduled Dates:


No Class in August

  September 7, 14 and 21, 2016 Wednesdays from 6:00 p.m. to 9:30 p.m. Closed
  October 12, 19 and 26, 2016 Wednesdays from 6:00 p.m. to 9:30 p.m. Closed
  November 2, 9 and 16, 2016 Wednesdays from 6:00 p.m. to 9:30 p.m. Closed

No Class in December


Click here to register for a Financial Planning Class.




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