meet the dedicated retirement plan advisors for your fbc ... · described in writing. ©2018...
TRANSCRIPT
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Advisor for your district.
FBC DEFERRED COMPENSATION PROGRAM
YOUR
NEVER-ENDING
SUMMER
THIS WAY TO …
LINDSAY FRAZIER, CFP® Retirement Plan Advisor(619) [email protected]
Meet the Dedicated Retirement Plan Advisors for Your FBC 403(b)/457(b) Deferred Compensation Program
Your local FBC 403(b)/457(b) Deferred Compensation Program Retirement Plan Advisors are available to provide you one-on-one counseling with personalized account services, such as:
All of your Retirement
Plan Advisors are salaried,
noncommissioned professionals.
Their goal is to help you to
and through your never-ending
summer ... retirement! ANNA BERNARDO, CRC Retirement Plan Advisor(619) [email protected]
DAVID MEADERetirement Plan Advisor(619) [email protected]
LAUREN NICKERSON Senior Field Administrative Support(844) [email protected]
JOEL ROMERO, CRCRetirement Plan Advisor(619) [email protected]
(844) SDCS-RET(844) 732-7738
www.MyFBCretirement.com
ANDREW RIZK, CRCRetirement Plan Advisor(858) [email protected]
• Enrollment• Contributions
• Retirement readiness• Consolidation
• Account review• STRS/PERS Pension review1
Securities offered or distributed through GWFS Equities, Inc., Member FINRA/SIPC and a subsidiary of Great-West Life & Annuity Insurance Company.Great-West Financial®, Empower Retirement and Great-West InvestmentsTM are the marketing names of Great-West Life & Annuity Insurance Company, Corporate Headquarters: Greenwood Village, CO; Great-West Life & Annuity Insurance Company of New York, Home Office: New York, NY, and their subsidiaries and affiliates, including registered investment advisers Advised Assets Group, LLC and Great-West Capital Management, LLC. GWFS Equities, Inc. registered representatives may also be investment adviser representatives of GWFS affiliate, Advised Assets Group, LLC. Representatives do not offer or provide investment, fiduciary, financial, legal or tax advice or act in a fiduciary capacity for any client unless explicitly described in writing. ©2018 Great-West Life & Annuity Insurance Company. All rights reserved. AM407207-0118
Contact Us
www.MyFBCretirement.com (844) SDCS-RET(844) 732-7738
591 Camino de la Reina, Suite 530San Diego, CA 921088:30 a.m. to 4:30 p.m. PT, M-F
ANNA BERNARDO
Alpine UnionAudeo CharterBorrego Springs UnifiedCajon Valley UnionCharter School of San DiegoDarnall CharterDehesaECRECGrossmont Union HighHelix High School CharterJamul-Dulzura UnionJulian CharterJulian Union ElementaryJulian Union HighLa Mesa/Spring ValleyLakeside UnionLaurel Preparatory AcademyLemon GroveLiteracy First CharterMountain Empire UnifiedSanteeSCRECSDCOESpencer ValleySteele Canyon CharterWarner Unified
3 JOEL ROMERO
Albert Einstein AcademiesChula Vista ElementaryCoronado UnifiedExplorer Elementary CharterGrossmont Community CollegeHawking Charter High Tech HighLearning Choice AcademyNationalSan Diego Community CollegeSan YsidroSDCOESouth BaySouthwestern Community CollegeSweetwater Union HighThrive Public Schools
4LINDSAY FRAZIER
BonsallElement Education (Dehesa Charter)Escondido Union ElementaryFallbrook Union ElementaryFallbrook Union HighGuajome Park AcademyNCRECOceanside UnifiedPacific View CharterPalomar CollegeSan Marcos UnifiedVallecitosValley Center-PaumaVista Literacy Academy
2DAVID MEADE
Corona NorcoDesert SandsEmpire Springs CharterHarbor Springs CharterHemet UnifiedJurupaMenifeeNuview UnionPalm SpringsPerrisRiver Springs Charter SchoolsRiverside Unified Temecula Valley Unified
1
Brawley ElementaryBrawley Union HighCardiffCarlsbad UnionCentral Union HighClassical AcademiesDel Mar UnionEl Centro ElementaryEncinitas UnionEscondido CharterEscondido Union HighHeritage CharterHoltville UnifiedImperial Unified McCabe UnionMiraCosta Community CollegePoway UnifiedRamona UnifiedRancho Santa FeSan DieguitoSan Pasqual UnionSan Pasqual Valley Unified Seeley UnionSiatech CharterSolana BeachVista UnifiedWestmoreland Union
ANDREW RIZK 5
Your FBC Deferred
Compensation
Program Advisors are
ready to help you.
RIVERSIDE 1
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45 IMPERIAL
SANDIEGO