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CPE Credit Event Invitation

5 Challenges When Planning Your Wealth Journey

In this paper we discuss five challenges you’ll need to overcome, to create and deploy a fulfilling and successful wealth plan. It will help you make decisions about your today’s and tomorrow’s, whether your journey lasts another 10 or 50 years.

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Wealth is in the Details Podcast

Episode 33 – 5 Financial Actionable Items For COVID-19

4.29.2020

Episode 32 – Taking Care of Business: Small Business Retirement Plans

4.22.2020

Episode 31 – The Art of Downsizing in Boston— With Deborah Lucci

3.25.2020

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Wealth Is A Journey... Be Prepared.

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Raskin Planning Group
175 Federal Street, Suite 1050
Boston, MA 02110

617.728.7433

Peter.Raskin@LFG.com

Office Hours:
Monday-Friday - 8:00 AM to 5:00 PM

We are licensed in the following states. If you are a legal resident of one of these states, please proceed. We are sorry if we are unable to offer you our services at this time.

Securities: Arizona, California, Colorado, Connecticut, Delaware, Florida, Maine, Massachusetts, New Hampshire, New Jersey, New York, North Carolina, Ohio, Oregon, Pennsylvania, Rhode Island, South Dakota, Texas, Vermont, Washington

Insurance: Arizona, California, Connecticut, Florida, Maine, Massachusetts, New Hampshire, New Jersey, New York, Pennsylvania, Rhode Island, Texas, Vermont

Peter Raskin: California Insurance License #0672815

Unless otherwise identified, Associates on this website are registered representatives of Lincoln Financial Advisors Corp. Securities offered through Lincoln Financial Advisors Corp., a broker/dealer. Member SIPC. Investment advisory services offered through Sagemark Consulting, a division of Lincoln Financial Advisors, a registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies and state variations thereof. Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates. Firm disclosure information available at www.LFG.com.

*Associated persons of Lincoln Financial Advisors Corp. who hold a JD and/or CPA license do not offer tax or legal advice on behalf of the firm.

Not all registered representatives with our firm are able to offer advisory services.

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

CRN-2528944-050619

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