Recorded Webinars

Prepare for a Healthier Future: The Value of Long-Term Care Expense Planning

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. 

Retiring On Purpose - Beyond Financial Planning: Creating The Life You Want

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 

J.P. Morgan's Guide to Retirement

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.


Goldman Sachs:  Empower the Investor Workbook 

To view the full recording of this session email us for the access link.



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See Lincoln Financial Advisors (LFA’s) Form CRS Customer Relationship Summary, available here, for succinct information about the relationships and services LFA offers to retail investors, related fees and costs, specified conflicts of interest, standards of conduct, and disciplinary history, among other things. LFA’s Forms ADV, Part 2A, which describe LFA’s investment advisory services, Regulation Best Interest Disclosure Document, which describes LFA’s broker-dealer services, and other client disclosure documents can be found here

Julie VanTilburg, CA Insurance License #0C21028; Maritza Rogers, CA Insurance License #0E50369; Robin Starr, CA Insurance License #0G64012; Jeffrey Better, CA Insurance License #0182274 

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