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Disclosures
Stephen Pendergast is currently registered to conduct business with residents of the following states: CA, CO, CT, FL, GA, MA, MD, MI, NC, NH, NJ, NY, PA, TN, TX.
Stephen Pendergast, NMLS # 1879720 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.
Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.
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Want to make learning about finances fun? Check out this financial education worksheet “Just for kids: seven fun ways to learn about money.” Reach out if you need additional ideas! https://docs.rbcwealthmanagement.com/us/68609-seven-fun-ways-to-learn-about-money.pdf
When is the best time to start collecting Social Security? Reach out to me to discuss your retirement planning and income questions.
Peace during Passover to you and your family.