Our commitment to client education is illustrated through our comprehensive seminars specifically designed for the education and professional communities.

To schedule a professional seminar for your school, college or educational profession organization, please contact Pamela Nagahori, Seminar Liaison at (949) 472-0358 or email at pnagahori@zukfinancial.com

Our Seminar Series Includes 45 minute to 1 1/2 hour presentations on a wide variety of topics including:

• Unlocking the Power of CalSTRS
  Designing and Delivering the Retirement Plan of a Lifetime

• Unlocking the power of CalPERS
  Designing and Delivering the Retirement Plan of a Lifetime

• Retirement Planning for Today's Administrator
  Avoid the Myths, Misconceptions and Mistakes of Retirement Planning

• Retirement Planning for Today's Educator
  Avoid the Myths, Misconceptions and Mistakes of Retirement Planning

• Retirement Planning for Today's Education Professional
  Avoid the Myths, Misconceptions and Mistakes of Retirement Planning

• The Race to Retirement
  Hoping to Retire within the Next 5 Years

• The Educated Investor
  Fact, Fiction and the Fundamentals of Successful Investing

• The 411 on 403(b)'s

• 457 Benefit Savings Plan