Insurance & Investment Strategy for Longevity
Saving for retirement or planning in retirement is an issue that effects every single person. Come to a lively discussion on Insurance and Investment Strategies to last your lifetime.
The discussion will be led by Tom O'Brian and Bob Stafford of SGC Financial.
Tom O'Brian is a CERTIFIED FINANCIAL PLANNER™ professional, a Chartered Financial Consultant® and a Chartered Life Underwriter®. Prior to working with SGC, Tom worked with Johnson & Johnson serving medical professionals in the SF Bay Area. Tom has an MBA in International Business from Thunderbird; The International School of Global Management where he graduated with Honors. He attended UC Santa Barbara where he graduated with High Honors earning a double major in Global Studies and Spanish. During school, Tom lived in Barcelona, Spain and Archamps, France, a small town along the Swiss-French border.
Bob Stafford has attained the professional designation of CERTIFIED FINANCIAL PLANNER™ (CFP®) from the College of Financial Planning. Through additional courses and exams, Bob also has obtained the credential of Chartered Life Underwriter (CLU®) from the American College. A Bay Area native, Bob was graduated from the University of California, Berkeley, with a B.S. in Economics. He spent 10 years in executive sales positions with Bay Area high-tech companies, including IBM, Sprint and Equinix. Financial experience included work with a national property-and- casualty-insurance broker, servicing commercial accounts.