Planning for Tomorrow – Your Ticket to a Secure Retirement

Planning for Tomorrow – Your Ticket to a Secure Retirement

When: January 23, 2025
Time: 08:30 AM To 12:30 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:

1

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 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.

23

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 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

 

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 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.
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