Helping Employees Succeed
We believe everyone deserves an equal opportunity to plan for the future.
That’s where PERA Appointments can help!
How It Works
Here’s what happens next:
You fill out an appointment form,
telling us a bit about yourself and your availability to meet with a retirement representative. Don’t worry—we only share that information with the representative who will call you.
We offer the appointment you’ve scheduled to our network
of qualified retirement representatives. The professional who selects the appointment will get in touch with you directly. There’s no fee to you for our matchmaking service.
You answer the call and make arrangements to meet
with your representative. And you get to decide how you want to meet: in person, by phone, or by virtual call. And just like that—you’ve got a partner who can help you plan for your future.