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