Broker Check
30 Sept
Successful Strategies for Retirement

Description


             


Please join us for a free seminar with Financial Planner and Saint Mary's College Alum, Jon Elfin '92


Successful Strategies for Retirement

 

Jonathan D. Elfin is a registered representative of Lincoln Financial Advisors Corp.  Securities offered through Lincoln Financial Advisors Corp., a broker/dealer (member SIPC).  Investment advisory services offered through Sagemark Consulting, a division of Lincoln Financial Advisors, a registered investment advisor. 

Wednesday, September 30 | 12 p.m. PDT

Zoom | link provided upon RSVP

 

During this time of uncertainty, what strategies can you use to plan ahead and secure a stable financial future?

You’ve succeeded in so many ways, but you may still wonder “how much do I need to live comfortably in retirement?”

Don't miss out on this opportunity to learn about topics such as:

  •  How will the timing of your IRA withdrawals impact your retirement?
  • What are your sources of income and where should they come from?
  • What is the best Social Security strategy?
  • How much you will need in order to retire and achieve your objectives?

Saint Mary's College of California
Alumni Engagement Office
1928 Saint Mary's Road, PMB 3400
Moraga, CA 94575
(925) 631-4200

Date and Time

Wed, Sep 30, 2020

12:00p - 1:00p PST

Location

YouTube Live

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