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Important Information: IMPORTANT FRAUD ALERT: We have been notified by our members that fraudsters are attempting to gain account and personal information by posing as an OceanAir associate. Please remember that if you do not intend to contact OceanAir, DO NOT provide any personal information, passwords, account numbers, card numbers, etc. If you suspect you are being targeted, please contact OceanAir immediately at 805.988.2151. OceanAir team members will assist in securing your account. Click here for helpful tips.
January 14, 2022

Webinar: Money with a Purpose & Life Insurance 101

happy couple online

Are you on track to reach your financial goals?

Please join us on Thursday, February 24th at 5:00 pm for our first financial education webinar of the year!

Details:
Our wealth and insurance webinar will be hosted by our Wealth Advisor Dustin Tondreau and as a guest presenter, we have our AVP of Insurance Maria Prendiz. They will share vital information about wealth planning and also key information about how to choose the right Life Insurance plan for you and your family.

When: February 24th, 5:00pm – 6:00pm
Where: Virtual Webinar

What you will learn:

Maria Prendiz and Members of CBC Insurance Agency are not affiliated with or endorsed by LPL Financial and/or CBC Wealth Management.

Click Here to Register

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