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SCARBOROUGH RETIREMENT WEBINAR FEBRUARY 18, 2024
To: IBEW Local 2324 Members
From: John D. Rowley Sr. Business Manager
Subject: Join us for a Virtual Presentation on Retirement Planning for IBEW Telecom Members
Margaret Pierce, Regional Manager from Scarborough Alliance, is offering a virtual presentation on Tuesday February 18, 2025. There will be 2 options for attending. One at 12 Noon & another at 6:00PM. In Margaret’s presentation, she will discuss investments and retirement planning for IBEW members.
As a way of background, Scarborough Alliance offers the IBEW Local Unions Savings and Security Plan to IBEW members. This is a qualified retirement plan (not an IRA), that accepts Verizon Pension lump sum and Fidelity 401(k) rollovers. Scarborough Alliance acts in a fiduciary capacity for the exclusive benefit of members. Scarborough Alliance has been the fiduciary and advisor under the plan since 1979.
The benefits of the IBEW Local Unions Savings and Security Plan are that it provides a qualified plan with personal investment support and low-cost investment options, as well as full retirement planning services for members and their families. The IBEW Trustees offer this to their members as a benefit.
Margaret is also available for individual meetings. Please see her contact information below.
Click this link for more details and to register: https://planmember.media/scarborough-investments-ibew-webinar-2025-02-18
Margaret Pierce, CFP®, AIFA®, MBA
Scarborough Alliance, Regional Manager
Direct line (508) 415-9200
Email: mpierce@scarboroughalliance.com
