Amber Stark

SIOP Foundation to Present “10 Things to Know About Money”

Ever heard the phrase, “I wish I would have known that when I was younger?” Well, as people close in on retirement and meet with their financial planners, they often find there is a lot they could put on that list!

As a result, the SIOP Foundation decided to partner with a financial advising firm DSF Wealth Management Group to develop a special series of webinars just for U.S.-based SIOP members.

At 2 p.m. EST Thursday, January 27, you can get first-hand insight and access to CERTIFIED FINANCIAL ADVISORS™ in a fun and fast-paced presentation to help you plan for the best and prepare for the worst.

Here’s just a handful of things to be covered:

  • The power of saving when you are young, even if it’s just a little
  • How much to save
  • Some nuances you may not know about insurance
  • Understanding tax brackets
  • The #1 most important thing to do with any financial account
  • Common misconceptions about investment strategies
  • The advisors’ opinion on where cryptocurrency belongs in a portfolio
  • Questions to ask when selecting a financial advisor

Managing money can be overwhelming, so all registered attendees will receive an actionable checklist of 10 things to do in getting started.

Registration for these complimentary webinars will be handled entirely by SIOP’s Administrative Office. No contact information will be provided to DFS unless you decide to provide yours.

Register Now

Getting closer to retirement and ready to give back? Save the date for the Foundation’s second financial webinar, scheduled for March 2, which will explore creative, tax-efficient ways to give to charity.

For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Advisor Networks LLC nor any of its representatives may give legal or tax advice.

Investment Adviser Representative offering securities and advisory services through Cetera Advisor Networks LLC, member FINRA/SIPC, a broker-dealer and registered investment adviser. Cetera is under separate ownership from any other named entity. 1195 WASHINGTON PIKE STE 102 BRIDGEVILLE, PA 15017

Investments are: • Not FDIC/NCUSIF insured • May lose value • Not financial institution guaranteed • Not a deposit • Not insured by any federal government agency.

DSF Wealth Management Group, LLC is not a subsidiary of nor controlled by Cetera.

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