Investment Education

Taber Financial Advisers

The Board of Investment Trustees offers retirement investment counseling services through Taber Financial Advisers for participants in these plans:

  • Retirement Savings Plan (RSP)
  • Deferred Compensation Plan (DCP)

These 2-hour sessions are to assist you with financial and retirement planning as well as to build your understanding of investments.

Sign up for a One-on-One (2-hour) Session

Fidelity Counseling

The Board of Investment Trustees also offers retirement investment counseling services through Fidelity Investments for participants in these plans:

  • Retirement Savings Plan (RSP)
  • Guaranteed Retirement Income Plan (GRIP)
  • Deferred Compensation Plan (County 457)
  • Police Discontinued Retirement Service Plan (DRSP)
  • Sworn Deputy Sheriff & Uniformed Correctional Officers Deferred Retirement Option Plan (DROP)

These 1-hour sessions are designed to assist participants in constructing a diversified portfolio to best meet their retirement savings goals.

Sign up for a Fidelity One-on-One session
Sign up for an upcoming Fidelity Forum/Educational Session