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!

The Retirement Playground, Presented by Alexis Cain
Join Alexis Cain, CFP®, Financial Advisor, for a comprehensive session on the Public School Employee’s Retirement System, P.S.E.R.S. Defined Benefit Pension Plan and walk through a retirement estimate calculation that highlights the pension income options on Lincoln Investment’s proprietary software.

REGISTER

Wed. March 12, 2025 at 4:30 PM

To Roth or Not to Roth: That is the 403(b) Question!, Presented by Cindy Miller
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, 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.

REGISTER

Thu. March 27, 2025 at 4:30 PM

P.S.E.R.S: The New Class, Presented by Sam Newsham
New to teaching? You’re in the 'New Class'! Sam Newsham, CRES, Financial Advisor, will explore Classes T-G, T-H, and DC and help you select the best option for you.

REGISTER

Thu. April 17, 2025 at 4:30 PM

Basics of Investing, Presented by Cindy Miller
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. Join Cindy Miller, CFP®, Financial Advisor, for a brief workshop to review the basics, including investment concepts and vehicles.

REGISTER

Thu. May 15, 2025 at 4:30 PM

Find us on:

Advisory Services and Securities offered through Lincoln Investment, Registered Investment Adviser,
Broker-Dealer, Member FINRA/SIPC. www.lincolninvestment.com

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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