Insurance & Investment Strategy for Longevity

Date: Thursday, November 10, 2016
Time: 6:00pm - 8:00pm
Location: Massimo's Restaurant - 5200 Mowry Ave., Fremont
Speaker: Tom O'Brian & Bob Stafford

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.

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