Financial Foundations: Investing for Retirement
Want to reach your financial goals and discover the financial clarity you need?
This workshop will help you build your future as you continue to make healthy financial choices. Sergio Mendoza, Financial Advisor - Thrivent, will help you put your plans in motion! He will discuss ways to ensure you can achieve your retirement dreams by laying solid groundwork for your goals. He will teach you the power of compound interest and will help you understand why you must keep your retirement accounts visible and prepare now to help manage your taxes in retirement.
Register Today for this no-direct Cost webinar via zoom!
Sergio Mendoza, Financial Advisor
State(s) Licensed: CA Insurance
Lic. #4174322, ID, IL, NV, OR, UT, WA
After graduation from Northwest Nazarene University, Sergio returned to Twin Falls, Idaho to establish a business. He now continues to serve Twin Falls and Southern Idaho in various aspect of business. Sergio is proud to be a Thrivent financial professional to provide personalized financial guidance to people in all stages of life.
At Thrivent, he doesn't view money as a goal, but as a tool — one that can afford you a life rich in meaning and gratitude. Sergio believes humanity thrives when individuals make the most of all they've been given and he's here to help you do just that.
Education / Accomplishments / Involvements
- Business Management & Economics Degree from Northwest Nazarene University
- Financial Management Association Honor Society
- Gordon Olsen Outstanding Business Student Award
- Life & Health License
- Series 66
- Series 7
- 2021 SBDC Business Success Story Award
- South Central Hispanic Chamber of Commerce - Treasurer
Date and Time
Thursday Jun 2, 2022
10:00 AM - 11:00 AM MDT
Thursday, June 2, 2022
10:00am - 11:00am (English)
2:00pm - 3:00pm (Spanish)