Retirement Income Planning
Retirement Income Planning Webinar
02/26/2022 12:00 - 1:00 PM via Online Webinar
This seminar will help you plan ahead for your retirement needs. Topics covered include:
- Reviewing goals
- Sources of retirement income
- Challenges one may face in retirement
Reserve Your Spot
CA Insurance License #0C48373
Bob comes to Provident Credit Union with over 25 years of experience in financial services. A majority of his experience was with Franklin Templeton Investments, where he was a Vice-President/Regional Director for their Portfolio Advisors division. His work experience also includes Bank of America/Merrill Lynch, Northwestern Mutual, and Abner, Herrman & Brock Asset Management.
As a Financial Consultant located at Provident Credit Union, Bob offers a wide range of services, from helping with individual investments and education savings to developing a retirement plan. His goal is to help members make informed investment decisions based on their specific needs.
Bob received a Bachelor of Music degree from San Francisco State University and a Masters of Music degree from the University of Michigan. He enjoys music performance along with golf, travel and cooking.
Phone: (650) 670-7697
Fax: (650) 801-7103
Bob has offices in:
San Jose (North) Branch
San Jose Branch
San Ramon Branch
San Jose (South) Branch
- 023) These seminars provided by Securities America. Registered Representatives offer securities through Securities America, Inc., member FINRA & SIPC. Advisory services offered through Securities America Advisors, Inc. Provident Credit Union and the Securities America companies are separate entities. Trading instructions sent via email may not be honored. Please contact us at (800) 656-4096 or Securities America at (800) 747-6111. Please be advised that communications regarding trades in your account are for informational purposes only. You should continue to rely on confirmations and statements received from the custodian(s) of your assets. These are not products and services of Provident Credit Union; are not insured by any Federal agency and are subject to investment risks, including possible loss of principal invested.
Not NCUA Insured — No Credit Union Guarantees — May Lose Value
Offices of Securities America are located in certain branches of Provident Credit Union and offer products and services by agreement. These are not products and services of Provident Credit Union; are not insured by any Federal agency and are subject to investment risks, including possible loss of principal invested.