Broker Check
24 Sept
2019 Fall Educational Workshop


Serenity Financial Planning


Join us as speakers Scott M. Pirrello, Jeffrey Rodriguez, and Alexandra Lawson discuss:

Tips to Reduce the Risk of Becoming a Victim of Elder Abuse

Guest Speaker: Scott M. Pirrello, Deputy District Attorney San Diego County

  • How to protect your assets and sensitive information
  • What are the latest scams? Have you heard of the:
    • Grandma/Grandpa Scam
    • IRS Scam
    • SDGE Scam
    • Facebook, LinkedIn Friend
  • How to stay safe online

Social Security

Guest Speaker: Jeffrey Rodriguez, Social Security Administration South Coast Area

  • Get the answers you need regarding potential insolvency, tax hikes, and increased eligibility ages associated with Medicare and Social Security benefits
  • How do you qualify for retirement benefits?
  • Can I work and receive benefits?
    How do I enroll for Medicare and when?

Municipal bonds

Guest Speaker: Alexandra Lawson, CFA Portfolio Manager of Fixed Income, Goldman Sachs Asset Management

  • What is the current state of the municipal bond market and how has it changed?
  • What impact do changes in interest rates and the economic cycle have on Municipal Bonds
  • How can investors best participate in the Municipal Bond market?

: Register above or call Valerie Alanis at 858-251-4545. Space is limited.

Date and Time

Tue, Sep 24, 2019

4:00p - 6:00p PST


La Jolla Riford Library

7555 Draper Avenue
La Jolla, CA 92037
View on Map Event Website

Event Registration

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