2017 Savings Plus Financial Fairs
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Picture your possibilities

Picture today the possibilities of tomorrow, a retirement future carefully planned. Whether it is your first day on the job or your first day in retirement, we put together a financial fair that will provide you the tools, resources, and account management support that can help you plan for a future as unique as you are. You can also:

  • Begin your path to retirement by opening a 401(k) or 457(b) Plan account
  • Participate in new educational workshops
  • Speak with a Nationwide Retirement Specialist about your account
  • Speak with a Savings Plus Representative about general account information
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Where we’ll be

October 5
Oakland
Elihu M. Harris State Building
1515 Clay St., Oakland, CA 94612

October 12
Los Angeles
Caltrans District 7 Headquarters Building
1000 S. Main St., Los Angeles, CA 90012

October 13
Los Angeles
Ronald Reagan State Building
300 S. Spring St., Los Angeles, CA 90013

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Elihu M. Harris State Building
1515 Clay St., Oakland, CA 94612

Register here

Agenda

Auditorium Room 1 (second floor)
9:00 - 10:00 am
Savings Plus Tables
10:00 - 11:00 am CalPERS: Benefits Basics Enrolling in Savings Plus: Start Your Journey
11:00 - 12:00 pm 5-3-1: Navigating Your Way to Retirement Roth: Is it Right for You?
12:00 - 1:00 pm
Savings Plus Tables
1:00 - 2:00 pm Social Security: The Choice of a Lifetime Asset Allocation: Your Investing Possibilities
2:00 - 2:30 pm
Savings Plus Tables

Presentation Descriptions

Speaker Bios

Caltrans District 7 Headquarters Building
1000 S. Main St., Los Angeles, CA 90012

Register here

Agenda

Room A Room B
9:00 - 10:00 am CalPERS: Benefits Basics Enrolling in Savings Plus: Start Your Journey
10:00 - 11:00 am 5-3-1: Navigating Your Way to Retirement Roth: Is it Right for You?
11:00 - 12:00 pm Social Security: The Choice of a Lifetime Asset Allocation: Your Investing Possibilities
12:00 - 1:00 pm
Savings Plus Tables
1:00 - 2:00 pm CalPERS: Benefits Basics Enrolling in Savings Plus: Start Your Journey
2:00 - 3:00 pm 5-3-1: Navigating Your Way to Retirement Roth: Is it Right for You?
3:00 - 4:00 pm Social Security: The Choice of a Lifetime Asset Allocation: Your Investing Possibilities

Presentation Descriptions

Speaker Bios

Ronald Reagan State Building
300 S. Spring St. Los Angeles, CA 90013

Register here

Agenda

  Auditorium Lunch Room (second floor)
9:00 - 10:00 am CalPERS: Benefits Basics Enrolling in Savings Plus: Start Your Journey
10:00 - 11:00 am 5-3-1: Navigating Your Way to Retirement Roth: Is it Right for You?
11:00 - 12:00 pm Social Security: The Choice of a Lifetime Asset Allocation: Your Investing Possibilities
12:00 - 1:00 pm
Savings Plus Tables
1:00 - 2:00 pm CalPERS: Benefits Basics Enrolling in Savings Plus: Start Your Journey
2:00 - 3:00 pm 5-3-1: Navigating Your Way to Retirement Roth: Is it Right for You?
3:00 - 4:00 pm Social Security: The Choice of a Lifetime Asset Allocation: Your Investing Possibilities

Presentation Descriptions

Speaker Bios

5-3-1: Navigating Your Way to Retirement
There are milestones to plan for when you are 5 years, 3 years, and 1 year from retirement. In this workshop, learn what you need to do during the last years of your career to help you reach your retirement destination.

Roth: Is it Right for You?
Did you know that Savings Plus offers an after-tax retirement savings option? Learn the differences between the pre-tax and after-tax Roth savings. In this class, we will identify how taxes are applied and how you can utilize one or both to prepare for the retirement outcomes you seek.

Asset Allocation: Your Investing Possibilities
Learn the type of investor you are, your tolerance for risk, and the long-term benefit of electing and diversifying your investments in your Savings Plus account.

Enrolling in Savings Plus: Start Your Journey
Enrolling in Savings Plus has never been easier! Identify what type of investor you are. Learn about the advantages that each plan has to offer. Understand the differences between 401(k) and 457(b) plans including pre-tax and Roth contributions and enroll.

Social Security: The Choice of a Lifetime
Your choice on when to file for Social Security could increase your annual benefit by as much as 76%. That is why it is the choice of a lifetime. Learn key filing rules and strategies so you can make the choice that fits with your overall retirement income plan.

Benefits Basics
This class provides a general overview of your CalPERS benefits and the choices you have to maximize your retirement security.

Kelly Richmond, Savings Plus – working as an Education and Outreach Consultant, Ms. Richmond brings an outstanding 26 years of Savings Plus knowledge. As an expert in her field, Ms. Richmond works with Human Resource Offices and Training Personnel to deliver key Savings Plus information. Ms. Richmond’s other duties include Benefits Administration Manual training and Employer New Employee Orientations.

Tiffanie Vick, Savings Plus – working as an Education and Outreach Consultant, Ms. Vick brings 20 years of Savings Plus experience to her Retirement workshops. Her extensive background in Lump Sum Separation Pay and 457(b) Traditional Catch-Up allows participants to enjoy her workshops while receiving vital information to ensure they complete the appropriate steps to accomplish their goal. Ms. Vick’s overall plan knowledge combined with extensive system experience makes her workshops a must to attend.

Rachel Nolan, Nationwide – Rachel joined Nationwide in 2016. She holds a Series 7 and 66 license and holds a California health, life, and annuity insurance license. Rachel received her Bachelor of Science Degree from the University of Minnesota – Twin Cities, and a Master of Science Degree from Texas A & M University – Corpus Christi. She prides herself on being able to break down financial terminology into easy to understand concepts for the average investor.

Johnny Chang, Nationwide – Johnny has 16 years’ experience working in the financial industry and has been involved with Savings Plus since 2012. He graduated from Columbia College with a Bachelor Degree in Finance, holds a Series 7 and 66 FINRA license along with California Health & Life license, and is a Chartered Retirement Planning Counselor (CRPC).

Jay Javier, Nationwide – after serving in the US Air Force from 1995 to 1999, Jay began his career in financial services in 2000. In 2015, he joined Nationwide as a Retirement Specialist for Savings Plus. He currently holds Series 7, 65, & 66 licenses and brings almost 16 years of financial/retirement planning experience.

Victor Tawn, Nationwide – Victor has 19 years of experience working in the financial arena — banking, insurance, investment and wealth management. A graduate of San Francisco State University, majoring in the field of Banking and Finance, he holds a FINRA Series 7, 66, and California Health & Life Insurance license.

Andrew McGinnis, Nationwide – Andrew has 9 years of experience working in many facets of the financial industry including banking, wealth management, lending and retirement which gives him a unique and broad knowledge base for financial education. He has spent many years working with the unique needs of public sector employees and his greatest motivation is empowering Americans and their families to make educated and strategic decisions about their financial futures. Joining the Savings Plus team in 2017, Andrew holds a Series 6 and 63 license.

Lawrence Steinberg, Nationwide – Lawrence has 12 years of experience in the retirement services industry. Prior to joining the Savings Plus team in 2017, he was responsible for over 600 employee retirement plans. He has a passion for doing what is right by helping individuals achieve their retirement goals. Lawrence holds his Series 6 and 63 licenses.

Greg Sabin, Nationwide – Greg Sabin has been a licensed securities principal and Certified Financial Planner (CFP) with Nationwide for 11 years. He holds Series 24, 7, and 65 licenses along with the California Life & Health and Chartered Financial Consultant (ChFC) designation. He has presented to more than 1,000 public employee groups during his tenure with Nationwide.

Contact Us for more information.

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