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?

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