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 Meetings:

May 2, 2018 Cleveland Chagrin Falls Library
May 9, 2018
Stow City of Stow - Council Chambers
May 15, 2018
Toledo Waterville Library
May 23, 2018 Cleveland Strongsville Library

June Meetings:

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.

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