OrganizerSerenity Financial Planning firstname.lastname@example.org
PresenterTyler Harris and Sima Alefi
Join us for snacks, refreshments, and discussions on:
Planning for Long-Term Care Expenses
Guest Speaker: Tyler Harris, CLTC Regional Marketing Director, Lincoln Distributors, Inc.
- Four myths about long-term care expenses
- The impact of caregiving
- Benefits of early planning and how to plan
- Funding options to consider
Life Insurance 101: Enhance your knowledge of life insurance
Speaker: Sima Alefi, Wealth Management Advisor, LPL Financial
- What type of policy do you own?
- When will your policy run out?
- What are the distinctions between the various types of policies
- Are you underinsured or overinsured?
RSVP: Register above or call Valerie Alanis at 858-251-4545. Space is limited.
*Tyler Harris and Lincoln Distributors, Inc. are not affiliated with Serenity Financial Planning or LPL Financial