

Join many LAUSD employees who’ve already taken the first step toward retirement security.

Secure Your Spot in the LAUSD Roth 403(b) Masterclass

Why This Matters?
Why Your Retirement Needs Attention Right Now
Mounting federal debt is leading to higher taxes — directly reducing the value of your retirement savings.
Putting this off only makes the problem harder to solve — the earlier you act, the stronger your retirement can be.
Without a proactive plan, you could face running out of income later in life.
Future tax increases could take a bigger bite out of your 403(b) and other retirement accounts.
The 2% COLA adjustment won’t match real-world inflation, leaving many retirees short.
Future tax increases could take a bigger bite out of your 403(b) and other retirement accounts.
The A-to-Z System for LAUSD Employees Financial Security
We specialize in guiding LAUSD employees through the challenges of today’s financial landscape. In this exclusive webinar, you’ll learn how to make the most of your CalSTRS/CalPERS benefits, protect your income from rising taxes and inflation, and understand how the Roth 403(b) option can safeguard your retirement savings. Our goal is to give you clarity, confidence, and a clear plan so you can retire securely — without the stress of uncertainty.

Discover why integrating the ROTH option into your LAUSD plan today could be the most important move you make for your retirement.
What You’ll Learn
What the looming federal debt crisis really means to LAUSD employees — and how to protect your 403(b) savings
How to build a confident financial future by reducing and eliminating the risk of running out of money in retirement
Why the 2% CalSTRS COLA will fall short — and how your plan’s TSA can provide lifetime income security
Lifetime access to your customized retirement roadmap
How integrating a Roth option into your LAUSD plan today will safeguard your financial security and give you peace of mind
Tailored Financial Plans
Fast appointments
Trusted Advisors
Long-Term Partnership
Disclosure
Meet Your Advisor
Your Guide to a Secure Financial Future
Authorized Agent of Tarkenton Financial
Through our close partnership with Fran Tarkenton and the Tarkenton Financial team, we provide clients with access to top-tier insurance products, proven strategies, and exclusive resources designed to help you achieve your retirement income goals. For nearly 5 years, Dan has worked directly with Tarkenton Financial, ensuring every client benefits from decades of combined expertise and industry insight.

FAQ
Frequently Asked Questions
Plan Your Future with Confidence
Secure Your Spot in the LAUSD Roth 403(b) Masterclass
Learn how the federal debt crisis, rising taxes, and inflation could impact your CalSTRS/CalPERS pension — and why adding a Roth 403(b) option today may be the smartest move you can make for lasting financial security.









