The giant public employee pension plan unveiled an Online Financial Planning Center developed by American General Financial Advisors (AGFA), for the CalPERS Web site.
According to a CalPERS press release announcing the new offering, the center provides its members with planning tools, education, and personal counseling.
The services include:
- five core financial planning courses on cash management, risk management, investment securities, investment strategies and retirement planning,
- five reports on estate planning, insurance planning, retirement planning, saving for education and a financial overview,
- customizable reports that can be tailored with personalized data into a secure site and instantly analyzed so members can have a blueprint for financial success, and
- access to a counseling session with an AGFA financial advisor.
Wider Educational Event
CalPERS is launching the Online Financial Planning Center in conjunction with the CalPERS Retirement Planning Month, “Building a Better Bridge for Tomorrow.”
As part of the awareness campaign, CalPERS has developed a retirement planning kit for members currently employed and retired members that contain the tools needed to plan and maintain a secure retirement.
CalPERS is the nation’s largest public pension fund,
with assets totaling more than $150 billion and provides
retirement and health benefits to more than 1.3 million
state and local public employees and their families.
For more information on CalPERS and Retirement Planning Month, go to the CalPERS Web site .