Neighbor News
Learn to Be an Exceptional Saver - A Series of Presentations Designed for the LGBTQ Community
These seminars are a safe space to ask questions and raise any concerns specific to those who identify as LGBTQ.
Marcos Lopez, RICP®, in partnership with The Bulfinch Group, a financial services and investment firm headquartered in Needham, MA, will host a series of presentations entitled: LGBTQ - Learn to Be an Exceptional Saver. The comprehensive presentations will help attendees define and prepare key strategies and will address these pertinent issues:
- January 9, 2017: LGBTQ - Financial Planning for Upcoming and Recent Graduates – Helping you to evaluate the many financial choices you will soon have before you
- February 6, 2017: LGBTQ - The Real Cost of Retirement – Addressing retirement cost issues for those aged 45-65 who have time to effectively structure assets in their final accumulation years
- March 6, 2017: LGBTQ - Finance 101 – Focusing on what kind of financial strategy is best for you and your family
Each seminar will be held at Brookline Adult & Community Education, 115 Greenough St, Brookline MA 02445, 6:00 – 7:30 PM.
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is an indirect, wholly-owned subsidiary of Guardian. The Bulfinch Group is not an affiliate or subsidiary of PAS or Guardian. Life insurance offered through The Bulfinch Group Insurance Agency, LLC, an affiliate of The Bulfinch Group, LLC. The Bulfinch Group, LLC is not licensed to sell insurance. 2016-33123 Exp 3/17
