Retirement Planning Specialists available to meet with your employees
 

Retirement Planning Specialists available to meet with your employees

 

Retirement Planning Specialists (RPSs) will be available to meet with employees in selected cities. Employees must make an appointment for this service. Call 877-644-6457, press 3, and an Account Executive will assist with making your appointment.

RPSs will be in the following cities on these selected dates:

July Meeting:
July 28: Reed Memorial Library, Ravenna

August Meetings:

August 5: Mayfield Library, Cleveland
August 12: Reynolds Corners Library, Toledo
August 19: 
Kettering-Moraine Library, Dayton
August 26: North Branch Library, Canton 

September Meetings:
September 2: Bay Village Library, Cleveland 
September 9: Barberton Library, Akron 
September 16: Brecksville Library, Cleveland 
September 22: Maumee Library, Toledo 

Topics covered by an RPS during an appointment include:
• Retirement goals
• General information about tax deferrals
• Tax questions related to your Ohio DC account
• Withdrawal scenarios
• Investment 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 RPS is for educational and planning purposes only and is not intended as investment advice.

 

Neither Nationwide nor its representatives provide tax, legal, or investment advice. Please consult your professional advisor for such advice.