Broker Check
24 Sept
2019 Fall Educational Workshop

Organizer

Serenity Financial Planning valerie.alanis@lpl.com

Description

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.

Date and Time

Tue, Sep 24, 2019

4:00p - 6:00p PST

Location

La Jolla Riford Library

7555 Draper Avenue
La Jolla, CA 92037
View on Map Event Website
PT2H

Event Registration


Thank you!

Error processing your request. Please try again at a later time.