Financial

Financial wellbeing encompasses all facets of our overall wellness related to our finances, including financial planning, budgeting, and effective expense management. It involves acquiring the knowledge and skills necessary to make informed financial decisions that align with your goals and values. In this section, you will discover a curated selection of resources aimed at optimizing your financial wellbeing. These opportunities will empower you to enhance your financial literacy, cultivate healthy financial habits, and pave the way towards a secure and prosperous future. Take advantage of these valuable resources to unlock your full potential for financial wellbeing and achieve a peace of mind in your financial journey.

The resources listed in this section are opportunities designed to optimize your financial wellbeing status.

Employee Assistance Program

Learn about the Employee Assistance Program and how they can help you. Schedule a session with our EAP's Wellness Coaches or speak by phone with a Certified Public Accountants and Certified Financial Planners on a wide range of financial issues, including:

Getting out of debt
Retirement planning
Credit card or loan problems
Estate planning
Tax questions
Saving for college

Trans-America Investment Advisors

Angela Horvat
On-site Retirement Planning Consultant
Phone: 310.338.5316 (x85316)
Email: angela.horvat@transamerica.com

Angela is an LMU alumna (Class of 1998), a certified Retirement Plan Counselor (CRPC), has her General Securities License (Series 7) and is fluent in English and Spanish.

To enroll with Transamerica Retirement Solutions for the Defined Contribution Retirement Plan, log into lmu.trsretire.com or call 888.676.5512.