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“Staying Fiscally Fit”
Social Security Administration
Nationwide Retirement Solutions
Nationwide Retirement Solutions
REGISTRATION 3RD FLOOR FOYER
8:00 a.m. to 2:00 p.m.
ROOM 303 continued
• Get the inside scoop on Lump Sum Separation Pay • Learn about purchasing service credit from CalPERS • Find out about 457 Traditional Catch-Up • Pick-up your Retirement Checklist • Dispel retirement myths.
ROOM 307 continued
2:00 p.m. to 3:00 p.m. “Social Security” Rosario Ramirez
3RD FLOOR BALLROOM
9:00 a.m. to 3:00 p.m. Financial Fitness Partners Visit our event partners’ booths and obtain the information you need to assess your ﬁnancial ﬁtness and retirement readiness.
9:00 a.m. to 10:00 a.m. “How to Invest for Your Future” Angela Van, Nationwide 11:30 a.m. to 12:30 p.m. “Countdown to Retirement” Greg Sabin, Nationwide 12:45 p.m. to 1:45 p.m. “How to Invest for Your Future” Angela Van, Nationwide 2:00 p.m. to 3:00 p.m. Countdown to Retirement Greg Sabin, Nationwide
9:00 a.m. to 3:00 p.m. Account Reviews Meet with a licensed Retirement Specialist to discuss your account
9:00 a.m. to 2:30 p.m. “Enrolling in Savings Plus” Presentation will run every 30 minutes for employees not currently participating in Savings Plus • Discover the beneﬁt of pretax investing • Identify retirement income needs • Learn how to enroll in the program
9:00 a.m. to 9:45 p.m. “Beneﬁt Basics” Adan deCastro-Lobisser, CalPERS
10:00 A.M. TO 11:00 A.M.
9:00 a.m. to 2:30 p.m. “Preparing for Retirement” Video presentations will run every 15 minutes for employees approaching retirement years
“Staying Fiscally Fit” Kelly Brothers
11:30 a.m. to 12:30 p.m. “Social Security” Rosario Ramirez
12:45 p.m. to 1:45 p.m. “Beneﬁt Basics” Adan deCastro-Lobisser, CalPERS
Information provided by RR is for educational use only and is not intended as investment advice. Savings Plus retirement specialists are registered representatives of Nationwide Investment Services Corporation, member FINRA.
©2011 Nationwide Retirement Solutions. All rights reserved. NRM-8726CA-CA.3 (10//11) Sacramento
Get the information you need to start your “personal training.”
Spare Time Club
It’s time for tness on your terms! Learn how you can get more t.
Understand your pension by meeting with CalPERS representatives.
American Heart Association Kaiser Permanente
Be Heart Smart — Learn how to keep your heart healthy. Thrive! Learn about Kaiser’s total approach to health care.
California Parks and Recreation Lotus Garden Center Massage Envy
Let California’s State parks relax and restore you! Nothing triggers relaxation like a peaceful, outdoor experience. See how gardening can help. Take a break! Come by for a quick massage.
Understand your Social Security retirement bene ts. Meet with representatives from Social Security.
Senate President pro Tem Darrell Steinberg’s O ce
Meet and greet with Senator Darrell Steinberg’s o ce.
Wealth and Wellness Career Development Union Vacations
Talk with a professional life coach and nutritionist about your wellness potential. Got the travel bug? Get in the know about travel deals and opportunities.
Assemblymember Roger Dickinson’s O ce
Meet and greet with Assemblymember Roger Dickinson’s o ce.
Take the time to hear one of our great guest speakers.
Account Review Enrollment
Meet with a Licensed Retirement Specialist to discuss your Savings Plus account in a personal 1:1 meeting. Get in the Game! Watch the “Enrolling in Savings Plus” video,and meet with a representative who help answer your questions.
Make choices for a healthy nancial future. Learn about the Ibbotson Asset Allocation Tool to help you determine your investment strategy.
On Your Side Interactive Retirement Planner Tool
Test your nancial tness. Come and meet with representatives who will show you our Retirement Planning Tool. This tool will help you identify your retirement planning gaps.
Discover more about your nancial tness options, learn what Savings Plus can o er.
Human Resources and Personnel Team
Managed Health Network ScholarShare
Get organized! Learn from your EAP representatives how to organize your life’s a airs. Help your kids (or grandkids) reach their potential. Learn about California’s 529 plan as a way to create a college savings account.
For employers only: Talk to Savings Plus coaches about your training and consultation needs. We can help with PST, ARP, Lump Sum questions, and Savings Plus information.
For employees in retirement: Recalculate your retirement income needs, discover the bene ts of combining outside accounts with your Savings Plus account, dispel general retirement myths, learn how to manage your account in retirement and more.
Flex your nancial muscles. If you want more investment choices, consider opening a Personal Choice Retirement Account through Savings Plus with Charles Schwab.
The Schwab Personal Choice Retirement Account® (PCRA) is oﬀered through Charles Schwab & Co., Inc. (Member SIPC). Assets rolled over from your account(s) may be subject to surrender charges, other fees and/or a 10% tax penalty if withdrawn before age 59½. Neither Nationwide, nor any of its representatives give legal or tax advice.
Ready to Retire
Make sure you stay nancially healthy in retirement. Talk to a Savings Plus coach about what you should consider before you retire: Lump Sum, Catch-Up, how to use your account in retirement and more.