Schedule an appointment online for an Internal Retirement Specialist to call you. You can choose the time and date that fits your schedule.
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Financial Services: Retirement Income Planning
Your Personal Retirement Consultant available through Nationwide, Cathie focuses on relationships with Deferred Compensation Plan participants who are nearing retirement. She has passed the FINRA Series 6, 63 and 65 licensing exams and has a Certified Financial Planner Professional™ designation, also known as a CFP®.
Helping you prepare for and live in retirement
Your local Nationwide Personal Retirement Consultant, Cathie Purdon, is available to work with you as you prepare for retirement. This is a no-cost service. Cathie is a Certified Financial Planning Professional™ and a licensed financial representative, and can give you extra assistance to prepare for retirement. She is able to provide a personal and objective look at your retirement resources and compare it to your retirement needs. A more in-depth look at where you are at now may assist you in your decision making regarding your retirement savings and planning. She is available to answer your questions and provide education on Social Security, Health Care and Long Term Care Planning through the detailed Cash Flow Analysis that comes with each Retirement Income Plan. This new financial service is separate and distinct from those offered through the County of San Diego Deferred Compensation Retirement Specialists, and may be most appropriate if you are within 5 years of retirement, or if you are a retiree. These services are available to any Plan participant – at no extra charge.
To get started, complete this questionnaire, which will help us evaluate your total financial picture. Once completed, Cathie will review your questionnaire and give you a personal analysis. Cathie can help you understand many of the financial details about your retirement income. Our commitment to you is simple — we provide personalized financial services to help you make knowledgeable decisions up to, and throughout, your retirement. Remember, these services are available to you at no extra charge. Nationwide representatives cannot offer investment, tax or legal advice.