Victoria Horvatich, Attorney at Law-Estate Planning

Copenbarger & Copenbarger, LLP

Victoria co-leads the Estate Planning and Medi-Cal departments. She works with clients in each office, focusing on San Jose, Santa Cruz, and Sacramento, to create customized estate plans that fit their individual needs. Victoria assists in the administration and litigation departments as needed.

Victoria is passionate about helping people establish their legacies and educating prospects and clients whenever possible. She believes that each client should be in control of their plan and understand what that plan entails. She particularly enjoys speaking to prospective clients at workshops and church seminars. Victoria knew she was meant to be an Estate Planning Attorney because she gets to serve clients every day and help protect them from situations that would seek to harm them or their families.

    Brian Bozajian, MetLife         Peter Lizotte, MetLife

Brian Bozajian & Peter Lizotte are recognized as industry leaders in executive benefit programs and have been advisors to the County of Los Angeles for close to twenty-years.  They each maintain life insurance and securities licenses with active appointments with over forty insurance companies.   Collectively they are broker of record for the largest professional legal and accounting firms in the world.   Their specialized knowledge of the life insurance product known as Group Variable Universal Life – which combines unique tax advantaged asset accumulation with low-cost life insurance coverage, is the foundation of their successful practice.

Maria Calderon, Retirement Benefits Specialist

LACERA

Maria Calderon is a Retirement Benefits Specialist III with LACERA’s Member Service Center. She began her career with LACERA in 2017 and worked for CalPERS as a Retirement Program Specialist II for 5 years.  Prior to specializing in government work with defined benefit plans, she spent 13 years shaping young minds as a preschool teacher.  She has over 11 years of experience with pension systems, and was a CalPERS certified presenter, and trainer.  She has degrees in social science, social and behavior science, and lastly, a master’s degree in management and leadership with an emphasis in organization design. She is a mother of three, and in her free time can be found at Disneyland or enjoying time with her family. 

Mark Tagawa, Lead Retirement Plan Counselor

Empower Retirement

Mark has been in the financial services industry as a Financial Advisor and Retirement Plan Counselor for over 17 years.  He was a successful Financial Advisor with Edward Jones, opening a new office and serving on the Leadership Team for the Region.  As a Senior Wealth Advisor and Vice President for First Hawaiian Bank/Bancwest Investment Services he led a Team at the second largest ‘branch’ in the system, a large Regional Banking Center. Mark also served as a Senior Financial Advisor at TD Ameritrade before joining Empower. Mark has been with Empower for over five years and currently serves as the Lead Retirement Plan Counselor.  Mark has a BSEE and MBA from the University of Southern California and has an Accredited Asset Management Specialist® (AAMS®) and Certified Retirement Counselor® (CRC®) designations. His family include his wife May and his two sons, Marson, age 13 and Micah, age 9.

Reminder: ONLY LACMC MEMBERS MAY REGISTER FOR THIS TRAINING. 

NEW: Members who register by 12/31/23 will receive a personalized statement in the mail from MetLife, which will make it easier to follow part of their presentation as they are explaining your benefits and services they provide.