Savings Plus Anaheim 2014 Fair Program Page 1: Savings Plus: Achieve your dream, Invest in you, 2014 Fair Location: Anaheim Convention Center Date: October 9, 2014 Registration: 8 A.M. 2 P.M., Second Floor Foyer Online Center: 8:30 a.m. 4 p.m., Second Floor Exhibit Hall: Access your Savings Plus account online and get your questions answered live. Keynote Address: Rob Austin, 9:30 10:30 A.M., Room 213 C. Chances are, if you ve read a recent article on retirement, you ve seen Rob Austin s name mentioned. He s considered a leading expert on retirement issues, and has been quoted in media outlets including The Wall Street Journal, NPR, Bloomberg, U.S. News & World Report, CNN Money, USA Today, ABC News, CBS News, and Yahoo Finance. Rob is Aon Hewitt s Director of Retirement Research and will bring a unique perspective to this session. He is passionate about making data come alive and will draw on his experience from researching millions of participants in defined contribution plans to help you understand what others are doing to help secure a more comfortable retirement. Sessions: 8:00 8:30 REGISTRATION ONLY ROOM 211 A 8:30 9:30 Getting Started in Savings Plus 10:30 11:30 Getting Started in Savings Plus 11:30 12:30 Estate Planning 1:00 2:00 Getting Started in Savings Plus 2:00 3:00 Self-Directed Brokerage
ROOM 211 B 8:30 9:30 Lump Sum Separation Pay 10:30 11:30 Intro to Personal Finance 11:30 12:30 Lump Sum Separation Pay 1:00 2:00 Intro to Personal Finance 2:00 3:00 Estate Planning ROOM 212 A 8:30-9:30 Self-Directed Brokerage 10:30 11:30 Nearing Retirement 11:30 12:30 Roth Contributions 1:00 2:00 Nearing Retirement 2:00 3:00 Roth Contributions ROOM 213 C 9:30 10:30 Keynote Address: Rob Austin 10:30 11:30 CalPERS: Benefit Basics 11:30 12:30 Social Security Benefits 1:00 2:00 CalPERS: Benefit Basics 2:00 3:00 Social Security Benefits For more details about these sessions, please see the descriptions below. Page 2: Session Information CalPERS: Benefit Basics: Benefit Basics is a broad-spectrum view of CalPERS retirement. In this session you will learn more about your CalPERS benefits and the choices you have to maximize your retirement income.10:30 11:30 a.m. and 1 2 p.m. in ROOM 213 C. Estate Planning:
No matter how old you are, you should have a plan in place for your estate, which is essentially composed of everything you own. This session will get you started with information and tools you can use to get your plan in place. 11:30 a.m. 12:30 p.m. in Room 211 A. 2 3 p.m. in ROOM 211 B. Getting Started in Savings Plus: As a CalPERS-eligible employee, you are eligible to participate in Savings Plus. Enrollment allows you to enhance your retirement benefits through before-tax and/or Roth payroll deductions. This session will cover the plan highlights and teach you how to enroll and make the most of Savings Plus. 8:30 9:30 a.m. and 10:30 11:30 a.m. and 1 2 p.m. in ROOM 211 A. Introduction to Personal Finance: Learn how to make informed personal financial decisions and get started on your journey to a more secure future. This session will help you understand valuable money management topics such as budgeting, savings, and managing debt. You will also learn about the tools and resources available through Savings Plus that can help you get your finances on track to achieve your dreams.10:30 11:30 a.m. and 1 2 p.m. in ROOM 211 B. Lump Sum Separation Pay: Achieving your retirement dream takes careful planning. In this session you ll learn how transferring your unused accumulated and other cashable leave credits (Lump Sum Pay) into your Savings Plus account(s) can help you achieve your dream. 8:30 9:30 a.m. and 11:30 a.m. 12:30 p.m. in ROOM 211 B. Nearing Retirement: This session is for employees approaching retirement. Make sure you re on track to achieve your retirement dream. Learn what you should consider before you retire, and how to use your account to get the best results for you. 10:30 11:30 a.m. and 1 2 p.m. in ROOM 212 A. Roth Contributions:
This session is for people who are interested in learning about the differences between Roth and before-tax contributions and how to use Savings Plus to help achieve their retirement dreams.11:30 a.m. 12:30 p.m. and 2 3 p.m. in ROOM 212 A. Self-Directed Brokerage: Hewitt Financial Services invites you to come and learn more about the brokerage account including how to enroll, available investment options, and associated fees. We will also demonstrate the new Self-Directed Brokerage website. 8:30 9:30 a.m. in ROOM 212 A. 2 3 p.m. in ROOM 211 A. Social Security Administration Benefits: Social Security reaches almost every family and at some point will touch the lives of nearly all Americans. This session will help you understand what Social Security and Medicare can mean to you and your family s financial future.11:30 a.m. 12:30 p.m. and 2 3 p.m. in ROOM 213 C. Page 3: Attractions: 8:30 a.m. 4 p.m. in the Second Floor Exhibit Hall. Visit with experts and obtain information on how to achieve your dream. Advisory Services and Self-Directed Brokerage: Hewitt Financial Services District Agriculture Association Fairs (DAA): Savings Plus General Information: Savings Plus Nearing Retirement: Savings Plus Social Security Administration CalPERS CalHR Employee Assistance Program CalHR Group Legal Services California State Retirees Aquarium of the Pacific Fiesta Travel Agency Hearst Castle
K1 Speed Knott s Berry Farm Massage Envy Spa Orange County: California s Golf Coast Planet Fitness Rock City Climbing Center SeaWorld San Diego Biographies: Jeremy Fritz, Customer Service Delivery Manager: Brokerage/Advisory Services Jeremy s main responsibilities include managing the brokerage and Investment Advisors for Hewitt Financial Services and Aon Hewitt Financial Advisors. Jeremy has 15 years of financial service industry experience and is a Chartered Retirement Planning Counselor. Lian Gregory,Benefits Delivery Manager, Brokerage Services: Lian has 15 years of experience and is responsible for day-to-day operational functions, converting new brokerage clients to the Aon Hewitt platform and facilitating start-up brokerage windows. Lian also acts as the primary liaison for Aon Hewitt s Self-Directed Brokerage clients. Josh Hayes, Financial Education Specialist: Josh delivers retirement education workshops throughout counties in Southern California. Josh has over 16 years of experience in financial services with over 13 years of experience as a Financial Advisor helping individuals implement their retirement planning strategies. Ralph Hoskins, Financial Education Specialist: Ralph delivers retirement education workshops throughout counties in Central California. Ralph has more than five years of experience in financial services serving the retirement needs of individuals, and 13 years of experience as a California State employee. He is also a Certified Financial Planner. Page 4:
Dana Madhavan, Financial Education Specialist: Dana helps state employees to better understand their retirement planning options and the importance of saving. She has eight years of experience in financial services, helping families plan for their futures. She is also a Certified Financial Planner (CFP ). Curt Seifert, Financial Education Specialist: Curt delivers retirement education workshops in Southern California. He has been Securities licensed for more than 17 years helping employees understand their retirement plans. CalHR Group Legal Services Yvonne C. Hsu, Attorney-at-Law: Ms. Hsu focuses her practice in the areas of estate planning for families and their affiliated entities, including trusts, partnerships, corporations, and charitable organizations. She advises clients on how to minimize gift, estate, and generation-skipping taxes on the transfer of closely held business interests and other family assets. Ms. Hsu is a member of the State Bar of California, the Orange County Bar Association (Trust and Estates Section), and the Orange County Asian American Bar Association. CalPERS Gracey Garcia, Retirement Program Specialist: Gracey Garcia has over 20 years of experience providing CalPERS retirement and health benefit education to members. Gracey s vast experience includes providing education on CalPERS benefits through instructor-led member classes, retirement counseling, and emergency retirements. Savings Plus Juanjose Coronado, Training and Education Consultant: Juan brings 15 years of Savings Plus experience to each of his in-depth retirement training workshops. Combined with 29 years of overall state experience, he teaches new employees about the importance of investing early in their careers in order to maximize retirement savings. Juan s extensive Savings Plus background in 457 Traditional Catch-Up has earned him a reputation as an expert in the field.
Kelly Richmond, Training and Education Consultant: Kelly brings 26 years of Savings Plus knowledge to each of her workshops. As an expert in her field, Kelly works with Human Resource offices and Training Personnel to deliver key Savings Plus information. Kelly s other duties include B.A.M. training and Employer New Employee Orientations. Tiffanie Vick, Training and Education Consultant: Tiffanie brings 20 years of Savings Plus experience to her retirement classroom workshops. Her extensive background in Lump-Sum Separation Pay and 457 Traditional Catch-Up allows participants to enjoy her workshops while receiving information vital to ensuring they accomplish their goals. Tiffanie s overall plan knowledge, combined with extensive system experience, makes her classes must-see events. Social Security Administration Lindsay Hall, Social Security Specialist: Lindsay s area of expertise is Social Security Administration.She will explain how Social Security reaches almost every family, and at some point will touch the lives of nearly all Americans. Page 5: Fair Evaluation 1. Was the event location convenient for you? a. Yes b. No c. If no, what location would be convenient? 2. How did you hear about the 2014 Fair? Please note all that apply. a. Flyer b. Email c. Savings Plus website d. Local Representative e. Co-worker f. Other : please list
3. Were you a participant in Savings Plus before you attended the event? a. Yes b. No 4. Please identify the actions you took today. Please note all that apply. a. Enrolled in Savings Plus b. Increased my deferral amount c. Made changes to my fund selections d. Reviewed/changed my beneficiary e. Reviewed my account with an Aon Hewitt Financial Education Specialist f. Discussed distribution options g. Scheduled an appointment h. Started the process to roll other assets into my Savings Plus account i. Other; please list 5. Please indicated which presentations you attended. Please note all that apply. a. CalPERS: Benefit Basics b. Estate Planning c. Getting Started in Savings Plus d. Introduction to Personal Finance e. Lump Sum Separation Pay f. Nearing Retirement g. Roth Contributions h. Self-Directed Brokerage i. Social Security administration benefits 6. On a scale on 1-5 with 5 being the highest, how would you rate your Fair experience? Please note. 7. Please provide us with recommendations for future events. How can we make the Fair more meaningful for you? Please explain. Thank you for attending the Fair! Please return your completed Fair Evaluation to the registration area where you checked in today.
Page 6: Financial Education Consultants are affiliated with Aon Hewitt Financial Advisors LLC, a registered investment advisor, and may also be registered with Hewitt Financial Services LLC, a broker dealer, member FINRA/SIP. SOC118_0914 Image: Savings Plus Logo