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Stratos Wealth Partners

Stratos Wealth Partners

Financial Advisors in Irvine, CA

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SCPMG Retirement Benefits Overview Seminar

You are here: Home / Kaiser Permanente Employees / SCPMG Retirement Benefits Overview Seminar

July 21, 2021 by Taylor Salisbury

You are cordially invited to attend a free, no obligation seminar on Southern California Permanente Medical Group Retirement Benefits Webinar. Click here to book a time that works best for you!

TOPICS COVERED:

  • The transition from Vanguard to Schwab
  • New investment options available, including Personal Choice Retirement Accounts (PCRAs)
  • Topics such as Backdoor Roth IRAs
View the Invitation for Seminar Details and to RSVP

Taylor Salisbury is a registered representative with, and securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through Stratos Wealth Partners, Ltd., a registered investment advisor and a separate entity from LPL Financial. Stratos Wealth Partners and LPL Financial are not affiliated with Charles Schwab. All investing involves risk, including possible loss of principal. This presentation is for educational and informational purposes only and is not intended as ERISA, tax, legal or investment advice. If you are seeking investment advice specific to your needs, such advice services must be obtained on your own separate from this educational material.

Kaiser Permanente Employees SCPMG Retirement Benefits

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Disclosures

The financial consultants at Stratos CA are registered representatives with, and securities offered through, LPL Financial, Member FINRA & SIPC. Investment advice offered through Stratos Wealth Partners, a registered investment advisor. Stratos Wealth Partners and Stratos California are separate entities from LPL Financial.

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Contact

Irvine Office
2040 Main Street
Suite 175
Irvine, CA 92614
Office: 949-296-1785
Fax: 949-296-1785
Mon-Fri: 8:00 AM - 5:00 PM
Sat-Sun: By Appointment
Email: cgold@stratoswp.com
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