Financial Counseling Services – All Members
You are eligible to participate in the Financial Counseling Program if you have attended the Financial Planning Education webinar and either:
- Understanding Your Plan or
- Service Retirement and DROP Entry
This counseling program provides a personalized review of your financial situation and offers guidance in developing a comprehensive retirement plan as you exit DROP and transition into retirement.
Financial Counseling process:
If you are interested, you may contact Cambridge Financial (program counselor) directly at (949) 247-3503. For more information on the program, you may contact the Communications and Education section.