Broker Check
10 Sept
Life Insurance Seminar


Serenity Financial Planning


Tyler 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

Date and Time

Tue, Sep 10, 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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