Women’s Investment Seminar

Women & Investing – What Matters Most

Inspiration for a sound financial future

Women face unique financial challenges when planning for retirement, including a longer life expectancy, being the primary caregiver for aging parents or other dependents, and the need to catch-up on retirement savings from earning less than men, on average, over their lifetime.

Please join us and bring a guest to this seminar, which is specifically designed to help you make informed choices about key retirement concerns that women face today.

With over a decade of combined financial services experience, co-hosts Jamie Whitt and Jacqueline Beirne** will provide insightful information in this complimentary seminar to help address the challenges of retirement income planning for women including:

• Analyzing your Social Security benefit options
• Accurately estimating the impact of future healthcare costs
• Realizing the importance of spousal protection
• Assessing the long-term effects of taking Required Minimum Distributions (RMDs) from your qualified plans

Please RSVP today to save your spot.

*Non-deposit investment products and services are offered through Sorrento Pacific Financial, LLC (“SPF”), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through SPF: are not FDIC or otherwise federally insured, are not a deposit or guarantee of the bank, and may involve investment risk including possible loss of principal. Investment Representatives are registered through SPF. The Bank has contracted with SPF to make non-deposit investment products and services available to bank clients.