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Recorded 4-20-2022
Don't wait! Take charge of your future by protecting and keeping more of what you've earned. In this webinar, featured guest speaker, Daniel Worth, Sales Vice President of Lincoln Financial Distributors, discusses what you can do now to help protect your portfolio and the income you'll take when you're ready to retire. This educational seminar highlights important topics including:
Recorded 3-25-2022
Featured guest speaker, Brendan Coyne, Vice President of J.P. Morgan Asset Management, discusses how to navigate through the investment landscape and provide insight to your most pressing questions. With the rising uncertainty and volatility in today's markets, let's take a deeper dive into:
Recorded March 2022
Calling all MarinHealth employees: Are you affected by the Optum Transition? Find out what your retirement plan distribution options are and how this transition will impact you. Your retirement plan representative, Maritza Rogers of Lincoln Financial Advisors, discusses how you can make the choice that aligns with your financial future and provide insight to any questions you may have.
Recorded 12-2-2021
Featured guest speakers, Andrea Korsunsky, BSW, Director of Center for Dementia Care and Dr. Catherine Madison, Neurologist with JFCS’ Seniors at Home share their insight and provide a comprehensive overview on The Benefits of Early Detection of Dementia.
This presentation will provide you with tools and techniques on how to best support your clients, patients and/or family members with dementia. The discussion will focus on understanding the signs and symptoms, the importance of early diagnosis, and advances in neurological evaluations. You will also learn communication best practices, getting organized with your health and creating a care team.
Hosted by Maritza Rogers CRN-3898352-110221
Recorded 10-20-2021
With the annual reoccurrence of "Fire Season" in California, and the magnitude of the destruction it has caused, it's in the best interest of consumers to be educated and prepared. Our featured guest speaker, Kelly Cansler, Owner of Cansler Insurance Agency Inc., will give some eye-opening insights to how home insurance policies are drawn up, and paid out so that you can be made whole again after a fire loss. Other topics include making sure the insurance is correct for your needs and how to prepare in advance for a fire loss.
Hosted by Maritza Rogers CRN-3811095-093021
Recorded 10-6-2021
Student loans should NOT be a deterrent to achieving your life plans and aspirations. Our featured guest speaker, Robin Starr, co-founder and financial planner of Athena Wealth Strategies, discusses how to navigate through existing student loans and its considerations.
Key fundamental topics include: - A Basic Overview of Student Loans - Loan Forbearance and Forgiveness - Income Driven Repayment Options - Loans and Financial Planning Hosted by Maritza Rogers CRN-3765962-091521
Recorded 8-5-2021
Our featured guest speaker, Rebecca Matthias, will highlight the tools needed to provide you with the sense of security that your children will be safe and well-cared for, in the event that you are no longer able to care for them. Hosted by Maritza Rogers and Robin Starr CRN-3706020-080621
Recorded 6-9-2021
Guest speakers, Katherine Roy and Jordan McBride highlight the importance of planning for retirement through topics including: Social Security, Medicare, Saving vs. Spending, and Investor Goals. Hosted by Maritza Rogers and Bethany Borowsky.
Recorded 5-5-2021
Guest speaker, Amie Stone (Regional Marketing Director of Lincoln Financial Distributors), highlights why planning ahead for Long-term care expenses is an important step to protecting one's financial future. Hosted by Maritza Rogers and Bethany Borowsky.
Recorded 4-7-2021
Guest speaker, Chad Cassidy (Regional Vice President with Jackson National ), discusses the important of creating a satisfying, purpose-driven life and how a sense of purpose can actually help you live longer, healthier, and happier. Hosted by Maritza Rogers and Bethany Borowsky
To view the full recording of this session email us for the access link.
Securities and investment advisory services offered through Osaic FA, Inc., member FINRA/SIPC. Osaic FA is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic FA.
See Osaic FA’s Form CRS Customer Relationship Summary, available here, for succinct information about the relationships and services Osaic FA offers to retail investors, related fees and costs, specified conflicts of interest, standards of conduct, and disciplinary history, among other things. Osaic FA’s Forms ADV, Part 2A, which describe Osaic FA’s investment advisory services, Regulation Best Interest Disclosure Document, which describes Osaic FA’s broker-dealer services, and other client disclosure documents can be found here.
*Associated persons of Osaic FA who hold a JD and/or CPA license do not offer tax or legal advice on behalf of the firm. Osaic FA, Inc. and its representatives do not offer tax or legal advice. Individuals should consult their tax or legal professionals regarding their specific circumstances.
Julie VanTilburg, CA Insurance License #0C21028; Maritza Rogers, CA Insurance License #0E50369; Robin Starr, CA Insurance License #0G64012; Jeffrey Better, CA Insurance License #0182274; Kaitlyn Zawada, CA Insurance License #4084200
