Ways to connect

Schedule an appointment

Meet one-on-one with a Retirement Specialist or a Personal Retirement Consultant to get personalized guidance tailored to your goals.

Request on-site support

Bring retirement planning directly to your workplace. Request a Retirement Specialist to host meetings, workshops, or informational sessions for your team.

Attend a webinar

Join live webinars or watch on-demand. Choose from a wide range of topics designed to help you make confident, informed decisions.

Retirement Resource Group

Schedule an appointment

Get the help you need, on your schedule. Whether you need immediate assistance or prefer to plan ahead, our Retirement Resource Group is here for you, offering:

Immediate access to Retirement Specialists

Whether you're enrolling, preparing for retirement, consolidating assets, or have questions about your investments or current plan, we’re ready to help.

Advanced retirement planning

Unlock your financial potential with our Comprehensive Financial Analysis, combining modern tools and specialized guidance, designed to help you make informed decisions and achieve your goals confidently.

On-site support

Want to bring retirement expertise to your workplace? Our Retirement Specialists can come on-site to provide informational sessions, group workshops, and one-on-one support.

Request a visit:

  • Email us at: sppoutreach@calhr.gov
    • Please include the following:
      • Contact name
      • Email address
      • Department name
      • Worksite location
      • Approximate number of employees
Note: Due to limited capacity, we prioritize larger events and encourage early requests to ensure we can accommodate as many as possible. We always strive to meet your needs and will do our best to arrange a visit.

Webinars

If you are just looking to learn more about retirement, or just general financial education, join a webinar. We offer a variety of different topics to help support you in making confident informed decisions.