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How about decorating the table with fake money, beachy items denoting a perfect retirement place, a toy sailboat, anything reminding people that you can help them achieve their retirement goals?
AvaElizabeth, I like your idea! I was going to suggest a money-print tablecloth. Maybe place markers could simply be bowls or other containers filled with fake gold coins. Name cards (in fancy calligraphy on good heavy-grade cardstock) could be propped up on those.
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We are having a "Taking Your Business to New Heights" themed banquet table. I'm looking for some ideas on how to decorate the table.