The Retirement
Roundtable
You've made your pension decisions. Now let's make sure nothing was left on the table.
A live, in-person retirement benefits briefing.
The Retirement Roundtable is a live, in-person briefing over breakfast or lunch where we walk through each retirement gap in detail — no pitch, no pressure, just clarity on what’s already yours.
Most retirees are missing at least one
Check all that apply. You can select as many as you'd like.
Complete your 90-second Benefits Gap-Check to see which retirement gaps deserve a second look — then reserve your seat.
Your complimentary Retirement Readiness Toolkit
Every Roundtable attendee receives a complimentary copy of the Public Sector Retirement Readiness Toolkit, a 32-page retirement planning workbook written specifically for LA County, City, and school district employees and retirees. Your copy is waiting for you at the event.
Your Gaps Are Identified.
Let's Close Them.
You've just seen which of the 8 Retirement Gaps may apply to you. The Retirement Roundtable is a live, in-person briefing over breakfast or lunch where we walk through each gap in detail — no pitch, no pressure, just clarity on what's already yours.
Date, time, and location
provided upon confirmation
Seating is limited to maintain a small-group, roundtable format. No cost to attend.
You're on the list.
Thanks, there. Your RSVP for The Retirement Roundtable has been received. A member of our team will call you with the confirmed event date, time, and location.
Prepare for your Roundtable.
Your complimentary Retirement Roundtable Attendee Toolkit will be waiting for you at the event.