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.
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!