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Heffernan Retirement Services - Because You're Different - San Francisco, CA


Call us at 800-437-0045

LPL Service Center (800) 558-7567

Educational Videos

Please find below our educational video library explaining the different components of retirement. Each video is two to five minutes each.

The Basics of Stocks

This presentation will review the basics of stocks. We will go over the basic asset classes, the different investment styles, different company sizes and lastly the geography of the different classes available.

The Basics of Bonds

This presentation will review the basics of bonds. We will define a bond, discuss the asset classes, and lastly review the types of bonds available.

Putting Current Markets Into Perspective - Why to Stay Invested

This presentation will help you put the current market volatility into perspective and why it's important to stay invested

Advantages of Making Salary Deferral 401(k) Contributions

This presentation will go over the advantages of making salary deferrals to your 401(k) retirement plan.

Traditional vs. Roth Contributions

This presentation will explain the difference between Traditional and Roth contributions. It will also provide you with a few considerations when choosing which method is best for you.