Join host Madhu Nair and co-host Matthew Sexton, from UniVest Investment Services for a presentation with Kevin Flynn, Regional Vice President from Lincoln Financial Distributors, to gain a greater confidence in your retirement planning. Topics include: Common challenges among retirees, the status of Social Security, Filing ages, Benefit amounts, Rules for those who continue to work, Spousal, divorced, and survivor benefits, and Social Security and your overall retirement plan.
Important Information
Kevin Flynn and Lincoln Financial Distributors is not affiliated with or endorsed by LPL Financial and UniVest Investment Services.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. UniBank and UniVest Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using UniVest Investment Services, and may also be employees of UniBank. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of UniBank. Securities and insurance offered through LPL or its affiliates are:
|
Not Insured by FDIC or Any |
Not Bank |
Not Bank Deposits |
May Lose Value |
The LPL Financial registered representatives 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.
UniBank provides referrals to financial professionals of LPL Financial LLC ("LPL") pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services.
