Planning for Tomorrow – Your Ticket to a Secure Retirement
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Time: 08:30 AM To 04:30 PM
Online Event
After registering you will receive a confirmation email with details for attending the online seminar through a service like WebEx, Zoom or Teams.
It is never too early or too late to begin Financial Planning! The County Employees Retirement Law of 1937 directs LACERA to administer defined retirement plan benefits for the employees of Los Angeles County and outside Districts. The County also offers a 457(b) Horizons Plan and 401(k) Savings Plan as a supplement to other retirement/pension benefits that employees may have. In addition, there are many other ways to save and invest money for retirement … tax deferred! The Los Angeles County Management Council’s seminar, Planning for Tomorrow – Your Ticket to a Secure Retirement will virtually bring you the experts in legal and financial retirement planning. This seminar is loaded with excellent speakers and information to help you make informed decisions that will have a lasting impact on your retirement plans and retirement years.
Participants will:
- Build the skills needed to assess their assets and liabilities and to start your estate planning.
- Receive expert advice from the Los Angeles County Employees Retirement Association (LACERA) on what to expect in your pre- and post-retirement planning, including health benefits
- Learn how to best utilize other County retirement/pension benefits through the 457(b) Horizons Plan, 401(k) Savings Plan and Life Insurance Plan
Speakers:
Victoria Rayman, 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 areas. Victoria received her bachelor’s degree from University of the Pacific and her law degree from Santa Clara University. In her free time, Victoria enjoys spending time with her husband, their first baby, and their animals. Victoria loves giving back where she can, with special attention to children, young families with limited resources, and animals. She also enjoys gardening, golfing, and traveling whenever possible. |
Brian Bozajian & Peter Lizotte, Financial Advisors MetLife Group Variable Life Insurance Brian Bozajian & Peter Lizotte are recognized as industry leaders in executive benefit programs and have been advisors to the County of Los Angeles for over 20 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. |
Beatriz Daryaie, Retirement Benefits Specialist LACERA Beatriz is a Retirement Benefits Specialist III with LACERA's Member Services Division/Outreach Section. She began her career at LACERA in 20ll as a contact center specialist, bringing a background expertise in Finance, Claims, and Loss Mitigation. She has over ll years of experience in defined benefit administration and bylaw compliance, including stints at Wells Fargo and Fidelity. Beatriz counsels members in all aspects of retirement through multiple media platforms as well as in-person sessions. Beatriz is preparing for the next chapter in life as an empty nester having raised two independent adult children. She goes on to become a world traveler and future Glamma.
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.
Victoria Pipkin-Lane, Board Member Retired Employees of Los Angeles County (RELAC) Victoria Pipkin-Lane serves on the Board of Directors for the Retired Employees of Los Angeles County or RELAC. She is also a former County employee, who retired in 2018 after more than 28 years of Public Service. Her career in government spans three levels of government: With the City of Los Angeles-Mayor’s Office, the State Department of Justice-Attorney General’s Office and the County of Los Angeles Board of Supervisors.
Reminder: ONLY LACMC MEMBERS MAY REGISTER FOR THIS TRAINING. NEW: Members who register by Thursday, 1/9/2025 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. |