The Society for Financial Awareness (SOFA) presents a series of workshops designed to help you better manage your money and your future!
|You & Your Credit Score||9/19|
|Retirement Income & Protecting Your Assets||10/3|
|Savvy Social Security Planning||11/14|
Kevin L. Lynch is a Retirement and Estate Planning Specialist and owner of the Westminster Wealth Management Group (WWM). He assists his clients in protecting and preserving their wealth for future generations. Mr. Lynch is a registered representative with First Heartland Capital®, Inc. and has his Series 6, 63 and 65 licenses as well as his Life and Health Insurance licensing. He is Board Certified in Estate Planning (BCE) from the Institute of Business and Finance and is a member of the Ed Slott Elite IRA Advisor Group.
If you would like to register for any session, please call 732-463-1633 x6 or stop by our Information Desk!