We believe financial education is the key to financial health. Check out our investment and financial planning educational resources below.
Join Us For This LIVE Seminar
TUE, FEB 14,2023
INCOME SAVVY:
Turning Your Assets into Retirement Income
At this in-person seminar, you will learn the following:
- Common income challenges and how to prepare for them
- How can I generate income from my savings and investments?
- How do I estimate if my future income will be sufficient?
- How can I generate more guaranteed income?
Date: Tuesday, February 14, 2023
Time: 12 pm to 1 pm
Location: iTHINK Financial, 1000 NW 17th Ave., Delray Beach, FL 33445
Please Note: Lunch will be provided for all attendees.
Because this is a hands-on seminar, please bring a calculator as well as information about your income, expenses, assets, and financial goals.
There can be no guarantees or assurances that the strategies and techniques discussed are suitable for all investors or that they all will yield positive outcomes. Investing involves risks that can include possible loss of principle.
This Seminar is Hosted by Financial Advisor Rene Fonseca
Title: Financial Advisor
Firm: iTHINK Wealth Management
Firm Address: 790 Park of Commerce Blvd., Boca Raton, Fl 33487
Phone: 561.982.7706
TUE, MAR 14,2023
Retirement Plan Options For Small Businesses and Self Employed
At this in-person seminar, you will learn the following:
- Retirement plan options available for small business owners
- How retirement plans can benefit you and your business
- Why it’s important for you and your employees to start saving now for retirement
- Guidelines that can help you choose the right plan
- Advantages of choosing your plan proactively
Date: Tuesday, March 14, 2023
Time: 12 pm to 1 pm
Location: iTHINK Financial, 1000 NW 17th Ave., Delray Beach, FL 33445
Please Note: Lunch will be provided for all attendees.
Because this is a hands-on seminar, please bring a calculator as well as information about your income, expenses, assets, and financial goals.
There can be no guarantees or assurances that the strategies and techniques discussed are suitable for all investors or that they all will yield positive outcomes. Investing involves risks that can include possible loss of principle.
This Seminar is Hosted by Financial Advisor Rene Fonseca
Title: Financial Advisor
Firm: iTHINK Wealth Management
Firm Address: 790 Park of Commerce Blvd., Boca Raton, Fl 33487
Phone: 561.982.7706
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Contact iTHINK Wealth Management's Administrative Coordinator
Nancy Smith
nancy.e.smith@lpl.com
Phone: 561.982.4719
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. iTHINK Financial Credit Union and iTHINK Wealth Management is not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using iTHINK Wealth Management and many also be employees of iTHINK Financial Credit Union. These products and services are being offered through LPL, or its affiliates, which are separate from and not affiliates of iTHINK Financial Credit Union of iTHINK Wealth Management . Securitas and insurance offered through LPL or its affiliates are:
| Not Insured by NCUA or any Other Government Agency | Not Credit Union Guaranteed | Not Credit Union Deposits or Obligations | May Lose Value |
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.