Skip to main content

NAEA

Events
Courses
Product Bundles
CE Subscription
FAQ
Search
Sign In

Item Added to Cart

You just added

You have item(s) in your cart

  • Proceed to Checkout
  1. Courses
  2. Smart Money Moves in Your 4...
  3. Smart Money Moves in Your 4...

    Smart Money Moves in Your 40/50/60s - Sponsored by Metlife

    • Overview

    Thank you

    This live web event has ended. Thank you for attending.

    Description

    Smart Money Moves in Your 40/50/60s - Sponsored by Metlife
    IRS Program #: n/a
    CE: n/a
    Speaker: Robert Lembo

    Achieving your financial goals is no easy task. It is complicated and takes time. That’s why MetLife‘s complimentary, 60-minute workshop Smart Money Moves in Your 40s, 50s, 60s and Beyond is a good place to start. It includes 10 valuable and practical tips to set yourself up for financial success.

    Join your colleagues for a complimentary workshop. Spouses and partners are welcome!

    Contributors

    • Robert Lembo, CLU

      Robert Lembo has been working in the financial services industry for over 30 years and holds a Chartered Life Underwriter Designation, CLU®. He specializes in working with small to medium size business owners to develop comprehensive solutions to many of the problems they face. Nevertheless, Robert can help provide individuals with sophisticated, yet straight-forward financial guidance through a holistic financial approach.

      In early 2018, Robert and his two business partners founded Rock Creek Financial. The team’s collective skills, knowledge and experience will help their clients better understand their current financial situation, discover ways to reach their long-term goals and ultimately achieve financial freedom.

      Robert and his wife Nancy live in Sandy Spring, MD and are avid supporters of the Lymphoma Research Foundation. He and Nancy love spending time with their two children, daughter in law and grandson. In addition to family, Robert enjoys playing golf, sailing and painting masterpieces.

    November 9, 2021
    Tue 2:00 PM EST

    Duration 1H 0M

    This live web event has ended.

    Support Contact
    education@naea.org
    (855) 880-NAEA (6232) press option 2
    Register
    Log In
    Forgot password?

    You finished this item!

    • Go back to course
    • Go to next item
    • Events
    • Courses
    • Search
    • Support
    • Sign In
    • Privacy Policy | Cookies Policy