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San Francisco Insurance Professional’s Lunch and Learn Series

  • Aon 425 Market St., Ste. 2800 San Francisco, CA 94105 (map)

Join us as we discuss navigating today’s market environment and hear strategies on retirement.

Josephine Palacios, CFP®, CRPS™
Financial Advisor
Edward Jones
Josephine.palacios@edwardjones.com
(707) 927-3397

Brendan Coyne, CIMA®
Executive Director, Client Advisor
J.P. Morgan Asset Management

Josephine Palacios, CFP ®, CRPS ™ will discuss tax advantage tips and the importance of saving for retirement. You will understand how much you should be saving for retirement and how to prioritize other financial goals.

  • Location: Aon 425 Market St., Ste. 2800, San Francisco, CA 94105

  • RSVP by July 20, 2023 to: Annette.ing-firmeza@aon.com (415) 486-7275

  • Cost: $10 

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 All investments involve risks, including possible loss of principal. Investors should carefully consider a fund's investment goals, risks, charges and expenses before investing. To obtain a summary prospectus and/or prospectus, which contains this and other information, ask Josephine or call (707) 927-3397

 Please carefully read a prospectus before you invest or send money.