Tag: Participant

August 2019 Participant Webinar

Will you please share the following announcement within your organization by copying and pasting this to your participants?

Attention all Retirement Plan Participants and Eligible Employees! Register now for the next event in the 2019 SRP Participant Education Webinar Series!

One Dollar. One Percent. One Future You.
Can “ONE” really make a difference?
Whether you’re new to the 401(k) or simply want to review the benefits of saving within your workplace retirement plan, we invite you to join SRP’s Ann-Marie Sepuka (Managing Director – Houston) to discuss what makes these plans so valuable and break it down into the actual dollars and cents everyone can relate to. She’ll also explore the immense power of visualization, and help you get to know the person you’re saving for…the future you!

Plan Participants and Eligible Employees: Join us via webinar on Tuesday, August 6 @ 1:00 EST / 12:00 CST / 11:00 MST / 10:00 PST.
Register in advance: https://tinyurl.com/SRP3Q
Even if you cannot attend the meeting live, a recording will be made available to all registrants.

 

 

Securities offered through LPL Financial, Member FINRA/SIPC. Investment advisory services are offered through Global Retirement Partners, an
SEC Registered Investment Advisor. Global Retirement Partners and Strategic Retirement Partners (SRP) are separate entities from LPL
Financial.

Global Retirement Partners employs (or contracts with) individuals who may be (1) registered representatives of LPL Financial and investment
adviser representatives of Global Retirement Partners; or (2) solely investment adviser representatives of Global Retirement Partners. Although
all personnel operate their businesses under the name Strategic Retirement Partners (SRP), they are each possibly subject to differing
obligations and limitations and may be able to provide differing products or services.

Please Join Us for a SRP Participant Education Webinar

 

Attention all SRP Retirement Plan Participants!

REGISTER NOW for the second event in the 2019 Participant Education Webinar Series!

As advisors we’re often asked questions like:

  • “How much is enough?”
  • “Will I ever save enough?” 
  • “When is enough really enough?!”

It’s important to identify your retirement savings goals so you know what you’re aiming for. These goals can vary greatly; there’s no “one size fits all” approach. SRP invites you, our Retirement Plan Participants, to join our advisors, Shannon Maloney (Managing Director, Michigan) and Lisa Petronio (Managing Director, Upstate New York) for a 30-minute live event where we’ll explore the realities and bust the myths of retirement goal setting. We’ll share tips on how to set realistic goals and, most importantly, take steps throughout your career to pursue them. Retirement Plan

Participants: Join our webinar on Tuesday, May 7 @ 1:00 EST / 12:00 CST / 11:00 MST / 10:00 PST.

Register in advance: https://tinyurl.com/SRP2Q

Even if you cannot attend the meeting live, a recording will be made available to all registrants.

 

 

 

 

Securities offered through LPL Financial, Member FINRA/SIPC. Investment advisory services are offered through Global Retirement Partners, an SEC Registered Investment Advisor. Global Retirement Partners and Strategic Retirement Partners (SRP) are separate entities from LPL Financial.

Global Retirement Partners employs (or contracts with) individuals who may be (1) registered representatives of LPL Financial and investment adviser representatives of Global Retirement Partners; or (2) solely investment adviser representatives of Global Retirement Partners. Although all personnel operate their businesses under the name Strategic Retirement Partners (SRP), they are each possibly subject to differing obligations and limitations and may be able to provide differing products or services.