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787-777-3030

Seminario Planificacion Financiera

Visión Financiera 2020


Miércoles 12 de Febrero, 6:15pm
Colegio de Ingenieros y Agrimensores

El propósito del taller es ayudarle a entender y establecer su estrategia para alcanzar sus metas de retiro, educación universitaria y pago de su residencia principal. Este seminario es excelente para personas mayores de 35 años.


Temas a discutirse:

  • Definición y discusión de las seis áreas del plan financiero; reserva de efectivo, inversiones,
  • Contribuciones, caudal de herencia, estrategias contributivas y seguros. 
  • Proceso para la reclamación de perdidas por terremotos o huracanes. 
  • Discusión de establecimiento de metas. 
  • Como pagar la casa en menos tiempo aportando al principal. 
  • Planificación de fondos educativos para niños. 
  • Donde y como proyectar ingresos de seguro social como parte de la plataforma de retiro.

Beneficios que usted recibirá:

  • Entendimiento de la planificación financiera. 
  • Herramientas para alinear el saldo de la casa con la fecha de retiro. 
  • Proyección de beneficios del seguro social. 
  • Conocimiento y exposición a las áreas de la planificación financiera. 
  • Herramientas para establecer plan financiero


Conoce a la Conferenciante


Lourdes M. Corujo Ramsey, ChFC®, CLU® Register Representative  Lincoln Financial Securities

Lourdes M. Corujo Ramsey, ChFC®, CLU® Register Representative  Lincoln Financial Securities

Lourdes Corujo tiene 29 años de experiencia ayudando a miles de puertorriqueños en sus finanzas personales. Su visión de negocio es uno holístico en donde se toman en consideración todas las áreas de la planificación financiera personal; manejo de dinero, inversiones, estrategias contributivas, seguros, caudal de herencia y retiro.

Costo: $24.99pp

Recibe un descuento de $10 si compras tu boleto electrónicamente con Eventbrite.

Código de Descuento: VISION2020


Información: 787-777-3030

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Contact

Lourdes Corujo Financial Services

Office: 787-777-3030

Office: 787-777-0073

Mobile: 787319-7802

Fax: 787-777-0160

452 Ponce de Leon

Suite 503

San Juan, PR 00918

Series 7, 66

lmcorujo@securitiesmail.com

Check the background of your financial professional on FINRA's BrokerCheck.

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Securities and investment advisory services are offered through Registered Representatives of Lincoln Financial Securities Corporation, Member FINRA  /SIPC . Lourdes Corujo Financial Services is not an affiliate of Lincoln Financial Securities Corporation.

 

Securities are offered to residents of CA, FL, GA, IL, NY, SC, TX, VA & PR.  Advisory registered in PR. Insurance offered through Lincoln Financial Group and other fine companies. Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates. Some life insurance and annuity policies involve exclusions or limitations. For cost and complete details of coverage, contact your agent.

 

Lincoln Financial Securities and its representatives do not offer tax or legal advice.  Individuals should consult their tax or legal professional regarding their specific circumstances.  LFS-3685256-072321

 

See Lincoln Financial Securities (LFS’) Form CRS Customer Relationship Summary, available here, for succinct information about the relationships and services LFS offers to retail investors, related fees and costs, specified conflicts of interest, standards of conduct, and disciplinary history, among other things. LFS’ Forms ADV, Part 2A, which describes LFS’ investment advisory services, Regulation Best Interest Disclosure Document, which describes LFS’ broker-dealer services, and other client disclosure documents can be found here.