Join an upcoming workshop from the comfort of your home or office where a variety of topics are discussed to increase your financial awareness. Financial education is an important aspect of any long-term plan.

Attend as many virtual workshops as you like. You’ll learn the answers to questions, including:

• The important rules of the road for receiving Social Security.
• How can conservative investments help you face today’s economic risks?
• What sources of income should you draw from and when?
• How to use annuities to guarantee income for life.
• How does behavioral finance affect investment decision-making?

Upcoming workshops:

Space is limited, so I urge you to make your reservations today. Give me a call at 207-889-8233 or contact me by email at p.freiwald@lpl.com with any questions about the virtual workshops.

There is no assurance that the techniques and strategies discussed are suitable for all investors or will yield positive outcomes. The purchase of certain securities may be required to effect some of the strategies. Investing involves risks including possible loss of principal. Fixed annuities are long-term investment vehicles designed for retirement purposes. Gains from tax-deferred investments are taxable as ordinary income upon withdrawal. Guarantees are based on the claims paying ability of the issuing company. Variable annuities are subject to risk, and may lose value. This workshop is educational only and is not investment advice. If you need advice regarding your financial goals and investment needs, contact a financial advisor.