Retirement Planning Specialists Available for You
Retirement Planning Specialists (RPSs) will be available to meet with you during normal business hours, depending on your city.
You must make an appointment for this service to discuss your Ohio DC account. Call 1-877-644-6457, press 3, and an Account Executive will assist you with making your appointment.
RPSs will be in the following cities on these selected dates:
|May 2, 2018||Cleveland||Chagrin Falls Library
|May 9, 2018
||Stow||City of Stow - Council Chambers
|May 15, 2018
|May 23, 2018||Cleveland||Strongsville Library
|June 7, 2018||Cincinnati||Green Township Library
|June 14, 2018||Cleveland||North Olmsted Library|
|June 19, 2018||Canton||Perry Sippo Library|
|June 27, 2018||Cleveland||Middleburg Heights Library|
Topics covered by an RPS during an appointment:
- Your retirement goals
- General information about tax deferrals
- Strategies to help minimize taxes
- Payment scenarios
- Deferred compensation allocation
RPSs are Chartered Financial Consultants (ChFC), who help Program participants with retirement planning at no charge, in any of three ways––at the Service Center in Columbus, at meeting sites throughout Ohio, or over the phone.
Information presented by the Retirement Planning Specialists is for educational and planning purposes only and is not intended as investment advice. Retirement Planning Specialists and Account Executives do not provide tax, legal, or investment advice. Please consult your professional advisor for such advice.