In this webinar, Nichole Mayer, RICP®, and Elizabeth Tresp, JD, LLM will discuss steps you can take and goals you can set to help improve your financial situation this year and for years to come. Stick around for a Q&A session at the end.
Nichole Mayer is a Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 4275 Executive Square #800 La Jolla, CA 92037 619.684.6400. Securities products and advisory services offered through PAS, member FINRA, SIPC. Nichole Mayer & Richard Kettley are Financial Representatives of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. WestPac Wealth Partners, LLC is not an affiliate or subsidiary of PAS or Guardian. Insurance products offered through WestPac Wealth Partners and Insurance Services, LLC, a DBA of WestPac Wealth Partners, LLC. Mayer CA Insurance License #0F54659 | Kettley CA Insurance License #0I79381 | Elizabeth Tresp is independent of and unaffiliated with Guardian, its affiliates or subsidiaries. Her opinions are not necessarily those of Guardian or its subsidiaries and such opinions are subject to change without notice. | Guardian, its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. | 2020-113747 Exp. 01/22/21
Date and Time
Thu, Jan 21, 2021
12:00p - 12:45p PST