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Lunch n' Learn / Staff Presentation

The most valuable information for your financial future! 

We have been working exclusively with members of CalSTRS, CalPERS, and Social Security for over 30 years! We do a brief presentation on your pension providing the understanding and guidance needed to make well informed decisions. 

-Topics covered: 

  • CalSTRS, CalPERS & Social Security.

  • How your pension program works.

  • What your pension program does for you.

  • Benefits offered through your pension. 

  • Understanding the steps and election options when retiring.  

The topics covered contain extremely valuable information for lifelong outcomes.We provide a wealth of knowledge and a fantastic lunch from Porto's Bakery!

Sponsoring over 100 events and conferences for California School District Superintendents, Principals, Educators, Classified Employees and more!