(800) 689-4851
Locate a Speaker
Kevin Lynch
284 Route 206, Building D
Hillsborough, NJ 08844
Other States Served: AL, AL, AL, AL
Profession:
Estate Planning, Financial, Insurance
Workshops Offered:
Asset Allocation & Modern Portfolio Theory, Budgeting and Debt Elimination, College Planning, Estate Planning, Exploring Your Options for a Quality Retirement, Financial Blunders - Lessons We Never Learn, Getting Fiscally Fit, Getting Your Financial House in Order, How to Increase Your Health and Wellness, I.D. Theft, Investing Basics for Women, Investment Concerns in a Fragile Market, Is a Roth IRA Right for You, Life Insurance and You, Preparing for Long Term Care, Real Money - Real Estate, Roth IRA - America's Next New Tax Break, Strategies for a Sustainable Income in Retirement, Stress and Your Health, Tax Planning, Understanding 401K Rollovers, Understanding Critical Disability Issues, Women Approaching Retirement and Beyond, Tax Planning
About Me:
Kevin is a Retirement and Estate Planning Specialist who provides assistance to people who want to maximize their retirement income while at the same time protecting their assets from market losses, lawsuits, long term care expenses, healthcare costs and taxes at death. He is a Certified Senior Advisor (CSA).
Why SOFA?

The Society for Financial Awareness is a nationwide 501(c)(3) non profit public benefit corporation. Our mission is to provide financial education across America, one community at a time. Founded in 1993, we have had the privilege of working with various prominent companies and organizations. Our financial education outreach and years of continued success has provided us name recognition, a reputation of excellence, and most importantly the opportunity to impact lives.

Our members conduct financial education seminars to companies and organizations; satisfying the Department of Labor's requirement, ERISA 404(c). Our seminars are completely FREE of charge and there is no selling of financial products at our events.

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