When: Friday, October 22, 2020 at 10:00am

Where: Online Zoom Meeting Room

Join Zoom Meeting

https://us02web.zoom.us/j/84850889194?pwd=VisvMTE5bVNPV0x5czh2eDIvUG9qQT09

Meeting ID: 848 5088 9194
Passcode: 072126

You can also call in via telephone.

Click the link to find your local number: https://us02web.zoom.us/u/kb732ptWWn

Program:

Our presenter, Cathie Purdon, a Personal Retirement Consultant with Nationwide will provide information related to the County of San Diego Deferred Compensation Program and as a retiree how to ensure you are on track in managing your plan.

Here’s a message from our presenter: “Live your ideal retirement. Find out strategies, tools, and resources to help you stay on track. What’s your investment strategy in retirement and how is your investment style impacting your investment? How do you plan to offset inflation, higher medical costs, and possible lower Social Security? What is your withdrawal strategy? Is it tax efficient? When do you have to withdraw from your Deferred Compensation to avoid a 50% tax penalty? How is it calculated and how can I withdraw? Do you have Medicare or just preparing for it? What do you need to look out for? What happens when something happens to you? Do you have things in place to avoid “the ugly truth”? Join us for a look at all of these topics and develop any action items that will help keep a smooth retirement.”

RSVP:

This is a free meeting. To RSVP, click on the green Register button and follow the steps, or call (619) 688-9229.