Teachers Association of Long Beach

Nov 7 – Financial Planning for Retirement

Financial Planning for Your Retirement

TALB members are invited to a free presentation to learn about:

  • What Teachers And Staff Need To Know To Maximize Retirement Income
  • Understanding Your CalSTRS & CalPERS Benefits
  • How To Coordinate Benefits With Your Spouse/Social Security
  • Are You Getting The Most Out Of your Current 403(b)?
  • How To Plan For Social Security WEP & GPO
  • Which Survivor Option Should You Choose?

This is a general informational workshop. No specific products will be discussed. No sales presentation will be made.

Date:  Wednesday, November 7, 2018
Time: 5:00 pm
Where:  TALB offices  4362 Atlantic Ave, Long Beach

Presented by:  Juan Vargas, Investment Advisor Representative
12277 Apple Valley Rd #193, Apple Valley, CA 92308  909-239-6773

RSVP here to insure your space

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PLEASE NOTE:  This presentation is about financial planning for your retirement years and is presented by an investment advisor representative. This is not the CalSTRS Retirement Seminar presented by the CalSTRS representative.  For information about the CalSTRS Retirement Seminar scheduled for January 24, 2019  CLICK HERE

Securities and investment advisory services offered through Woodbury Financial Services, Inc., member FINRA/SIPC. Insurance services provided by Cognitio Capital, not affiliated with Woodbury Financial Services.. Broadridge Investor Communication Solutions, Inc. does not provide investment, tax, or legal advice. The information presented here is not specific to any individual’s personal circumstances. To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances. These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable—we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice. This message and any attachments contain information, which may be confidential and/or privileged, and is intended for use only by the intended recipient, any review; copying, distribution or use of this transmission is strictly prohibited. If you have received this transmission in error, please (i) notify the sender immediately and (ii) destroy all copies of this message. If you do not wish to receive marketing emails from this sender, please reply to this email with the word REMOVE in the subject line. This communication is strictly intended for individuals residing in the state(s) of CA, NV and OR. No offers may be made or accepted from any resident outside the specific states referenced.

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