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At Lincoln Investment we are here to serve your retirement and financial needs. As an approved vendor for the School District of Philadelphia we want to provide educators with a source to increase their knowledge and their overall financial wellness.
This year we are providing you the opportunity to register for the following Educational Webinars. Feel free to register for multiple sessions!
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ROAD TO RETIREMENT
It’s never too early to start thinking about retirement. Join Lisa Newsham, CRES, CLTC®, Financial
Advisor, Lincoln Investment, as she navigates the road to retirement and the
importance of financial planning details to consider before, during, and after this
significant process. Featured on this call is Jerry Burhop, CFA®, CIPM®, Portfolio Manager, Lincoln
Investment, to review the financial markets in 2022 and a 2023 outlook.
This session is open to educators at any stage of their career.
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Lisa Newsham, CRES, CLTC®
Financial Advisor |
Jerry Burhop, CFA®, CIPM®
Portfolio Manager |
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Wed, February 15, 2023 at
4:00 PM |
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BUILDING TOWARDS YOUR FUTURE
You're already at an advantage. As a public school employee, you're entitled to a unique benefit:
A 403(b) Plan! Join Sam Newsham, CRES, Financial Advisor, Lincoln Investment, as he explains the
basics of a 403(b), and the importance of starting early.
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Sam Newsham, CRES
Financial Advisor |
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| Wed, March 15, 2023 at 4:00 PM
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BASICS OF INVESTING
Once you’ve decided to save, the next question is where to invest your money. Finding the right
answer begins with a look at your investment options. Alexis Cain, CFP®, Financial Advisor, Lincoln
Investment will review the basics, including investment concepts and vehicles. |
Alexis Cain, CFP®
Financial Advisor |
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Wed, April 19, 2023 at 4:00 PM |
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Lincoln Investment nor any of its representatives is affiliated with the Pennsylvania Public School Employees’ Retirement System (PSERS); and PSERS does not sponsor, authorize or endorse the retirement educational services described in this or other communications of Lincoln Investment. There is no assurance that the techniques and strategies discussed are suitable for all investors or will yield positive outcomes. Tax services are not offered through, nor supervised by, The Lincoln Investment Companies. |
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