Harbor Lights
Oct
22
6:30PM EST
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Presentation overview:
- Join us for a conversation with Mark Peterson and Harbor Lights Financial Group’s co-founders Robert Tendler and Douglas Lockwood
- With the election only weeks away, how might the U.S. stock market react?
- Mark takes us through an interesting and thought-provoking discussion. Republicans or Democrats – who gets the White House, the answers might surprise you.
Doug Lockwood, CFP®
Harbor Lights Financial Group
(732) 528-4333
Doug Lockwood, CFP®
Doug Lockwood, Partner of Harbor Lights Financial Group and CERTIFIED FINANCIAL PLANNER™ (CFP®) Professional, has more than 20 years of financial services industry experience and is a well-known, highly regarded professional who has guided employees of numerous Fortune 100 and Fortune 500 companies into retirement. Doug specializes in developing results-focused plans designed to enable his clients to accumulate, preserve and transfer wealth throughout all market cycles. After gaining a deep, detailed understanding of your investment objectives and unique situation, he implements well-defined strategies utilizing the full resources of one of the nation’s premier financial services firms to help you strive to reach your investment goals in a timely manner.
Robert Tendler, CFP®, CLU, Managing Partner
Harbor Lights Financial Group
(732) 528-4333
Robert Tendler, CFP®, CLU, Managing Partner
Robert Tendler is a Founding Partner at Harbor Lights Financial Group and CERTIFIED FINANCIAL PLANNER™ (CFP®) Professional, with more than 34 years of experience in the financial services industry. Robert focuses on working with pre-retirees and retirees to develop retirement income investing strategies to help generate optimal cash flow from sources such as personal retirement savings, IRAs, pensions, annuities and Social Security to fund a desired retirement lifestyle. This includes providing after-tax net income projections. Recognized as having retirement planning expertise, Rob has appeared on CNBC and offered his opinion and commentary to leading financial media organizations, including Kiplinger’s Personal Finance Magazine, USA Today, Time and Defined Contribution News. He has presented seminars and lectures on planning to Fortune 500 companies and leading civic organizations. He has also spoken publicly on topics ranging from the importance of investing in a 401(k) plan to investment selection and allocation.
Wells Fargo Advisors Financial Network is not a tax for legal advisor. Be sure to consult with your own tax and legal advisors before taking any action that may have tax or legal consequences. Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.
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