National Retirement Security Month

Plan Today, Relax Tomorrow!

American Fidelity

Upcoming Webinars

Below you’ll find a list of upcoming National Retirement Security Month webinars. Click on the webinar title to view the description, date, and time, along with details about what each session will cover. On the day of the webinar, simply use the provided link to join the session.

Upcoming Webinars

Check back in Mid-October for recorded Webinar

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Coming Soon

Fiduciary Consulting Group

(Formally Known as HYAS Group)

Upcoming Webinars

Below you’ll find a list of upcoming National Retirement Security Month webinars. Click on the webinar title to view the description, date, and time, along with details about what each session will cover. On the day of the webinar, simply use the provided link to join the session.

FIDUCIARY CONSULTING GROUP (formerly known as HYAS GROUP): BASICS OF INVESTING

OCTOBER 14 – 10:00AM VIRUTAL (https://morganstanley.zoom.us/j/98882065015)

If investing for your retirement is confusing, and the terms seem to be in another language, then this education session may be perfect for you. Over the course of 75 minutes, learn the basics of investing for your retirement. Hear more about the options within the San Joaquin County 457 Deferred Compensation Plan. We will discuss the different asset classes (stocks and bonds), and you will come away with a richer understanding and confidence for next steps for your retirement journey!

FIDUCIARY CONSULTING GROUP (formerly known as HYAS GROUP): BASICS OF INVESTING

OCTOBER 28 – 10:00AM VIRUTAL (https://morganstanley.zoom.us/j/97701574438)

If investing for your retirement is confusing, and the terms seem to be in another language, then this education session may be perfect for you. Over the course of 75 minutes, learn the basics of investing for your retirement. Hear more about the options within the San Joaquin County 457 Deferred Compensation Plan. We will discuss the different asset classes (stocks and bonds), and you will come away with a richer understanding and confidence for next steps for your retirement journey!

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Nationwide

Upcoming Webinars and In-Person Seminars

We’re excited to welcome Sherri Panttaja from our Personal Retirement Consulting Team as this month’s guest speaker. She’ll be hosting in-person seminars at the County Administration Building and San Joaquin General Hospital on October 2nd and 3rd, as well as virtual webinars on October 1st and 6th.

Employees who bring their completed FA Questionnaire form can schedule a one-on-one consultation after the seminar.

Please note that two of the four sessions are in-person and two are virtual. Be sure to check the format carefully and click on each date to view the time, details, and RSVP link. Nationwide is offering both options for your convenience.

October 1st – Personal Finance 101 at 1:00 pm

This is a virtual webinar via Teams.

RSVP:  https://events.teams.microsoft.com/event/aace7267-d80d-4259-901d-03c3e28e28e3@22140e4c-d390-45c2-b297-a26c516dc461

Personal Finance 101 Worksheet link:  https://nationwidefinancial.com/media/pdf/PNM-19805M2.pdf

October 2nd – Social Security - Choice of a Lifetime at 10:00 am

This is an In-Person Seminar at the County Administration Building, 44 N. San Joaquin Street, 4th floor, CR 430

RSVP at:  https://countyofsanjoaquin.myretirementappt.com

Social Security 360 and FA forms are attached.  Please bring these with you to schedule an appointment with Sherri for a consultation at no additional cost.

October 3rd – Tax Efficient Retirement Income at 9:00 am

This is an In-Person Seminar at SJGH, 500 N. Hospital Road, Doctors Dining Room (inside of the Cafeteria doors and to the left)

RSVP: https://events.teams.microsoft.com/event/752d645a-dabe-4a99-b50d-66a9026786e1@22140e4c-d390-45c2-b297-a26c516dc461

Retirement 101 Worksheet:  https://nationwidefinancial.com/media/pdf/PNM-19598M7.pdf

 

October 6th – Retirement 101 at 3:30 pm

This is a virtual webinar via Teams.

RSVP: https://events.teams.microsoft.com/event/752d645a-dabe-4a99-b50d-66a9026786e1@22140e4c-d390-45c2-b297-a26c516dc461

Retirement 101 Worksheet:  https://nationwidefinancial.com/media/pdf/PNM-19598M7.pdf

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Our speaker for both seminars is a Personal Retirement Consultant.  She will be offering Financial Needs Assessments signups immediately following her presentation each day.  These report can be helpful for anyone who is 3-5 year from retirement, and looking for a deeper dive into their retirement readiness.  Anyone interested in a report would need to complete the attached FA Questionnaire and bring it with them to the meeting.  For anyone not able to meet with Sherri in person but still interested in a Financial Needs Assessment, I’ve added her link into my virtual meeting verbiage and here in this email. 

Make Appointment 

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SJC National Retirement Security Month presentations 2025

Money Talks Game Plan

Teri-Flyer

SSA 360

FA Questionnaire

SJCERA

Upcoming Webinars

Below you’ll find a list of upcoming National Retirement Security Month webinars. Click on the webinar title to view the description, date, and time, along with details about what each session will cover. On the day of the webinar, simply use the provided link to join the session.

Contact Us

Oct. 9th: Understanding Your Retirement

Oct. 9th:Click Link to join meeting

https://us02web.zoom.us/webinar/register/WN_NJATP7giTT6UrVt030LjPw#/registration

Oct. 23rd: Retirement 101: Planning Your Retirement

Oct. 23rd:  Click Link to join meeting

https://us02web.zoom.us/webinar/register/WN_FDgC9ascSJ2VJsTs-L_zTA#/registration

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Squeeze the Day: Retirement Planning with a Zesty Twist!

All October long, SJCERA will be sharing helpful retirement tips, tricks, and educational resources on our LinkedIn page.

Don’t miss out-Click here to follow us today to stay notified of new posts, updates, and announcements!