Join Cathie Purdon, a Personal Retirement Consultant with Nationwide, as she provides information related to the County of San Diego Deferred Compensation Program. When: Tuesday, March 15 at 10:00am Where: Online Zoom Meeting Room You can join the Zoom Meeting Room by clicking the link below. https://us02web.zoom.us/j/84262530871?pwd=TnphbWdnNjEzL1NmUUgrdHVnZEloQT09 Meeting ID: 842 6253 0871 Passcode: 877791 You can also join by calling in via telephone to, then entering the Meeting ID and Passcode. Click the link to find your local telephone number: https://us02web.zoom.us/u/kctI2BwBHs 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: Register online by clicking here or you can call our office at (619) 688-9229, Monday - Friday, 9:00am - 2:00pm. |