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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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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. Sam Newsham, CRES, Financial Advisor, Lincoln Investment will review investment basics, including investment concepts and vehicles. |
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Thu, February 22, 2024 at 4:30 PM |
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TO ROTH OR NOT TO ROTH: THAT IS THE 403(b) QUESTION!
You have probably heard about the traditional 403(b) plan but did you know that the School District of Philadelphia also offers a Roth 403(b) plan?
Join Cindy Miller, CFP®, Financial Advisor, Lincoln Investment, as she explores both the Traditional and Roth 403(b) options and which Tax Shelter Account could be best for you and your financial future.
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Thu, March 14, 2024 at 4:30 PM |
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Financial Aid 101 presented with P.H.E.A.A
Join Alexis Cain, CFP®, Financial Advisor, Lincoln Investment, and Frances McKeown from the Pennsylvania Higher Education Assistance Agency for an easy to understand Financial Aid workshop for beginners. Topics to be discussed include higher education costs, types of financial aid available and how to apply for financial aid. |
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Thu, April 18, 2024 at 4:30 PM |
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Retirement Savings Made Easy
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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Thu, May 16, 2024 at 4:30 PM |
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Find us on:    |
Advisory Services and Securities offered through Lincoln Investment, Registered Investment Adviser,
Broker-Dealer, Member FINRA/SIPC. www.lincolninvestment.com
Frances McKeown and the Pennsylvania Higher Education Assistance Agency are not affiliated with The Lincoln Investment Companies.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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