Seminars

Creating and Managing Wealth representatives provide seminars for school employees on retirement plans, and we will explain the options in plain English. The paperwork and the entire process to retire can be complicated and overwhelming. We are familiar with not only the paperwork but the options available and relevant to educators.

Seminar Topics

  • Texas Retirement System (TRS) Seminar
  • Gaining Control of Your Benefits
  • Developing a Spending Plan
  • Retirement & You
  • Tax Sheltered Annuities
  • Controlling Credit
  • Life Insurance
  • Mutual Funds 101

Contact Us to make arrangements for a Creating & Managing Wealth to visit your campus today.

 

 

 

 

  Advisory Services and Securities offered through Lincoln Investment Planning, Inc. Registered Investment Advisor, Broker Dealer Member FINRA/SIPC. Creating & Managing Wealth, LLC. and Lincoln Investment Planning, Inc. are independently owned and each is responsible for its own business. 02/10
Supervising Office: 218 Glenside Avenue, Wyncote, PA 19095 (215) 887-8111