The Financial Forum is pleased to welcome Sharon Lin and Nancy Randhawa from New York Life Insurance Company for our upcoming program on:
Guaranteed Income: A Foundation of Security
Tuesday, February 24th at 12 Noon
Fireside Room, Gateway Clubhouse
Sharon Lin brings a background in finance and retirement planning shaped by holistic, strategy-driven decision-making. As a Financial Advisor with New York Life, she works with individuals and families on retirement income planning, with particular attention to how guaranteed income can play a role alongside market-based assets. Sharon holds degrees from Wellesley College and the Stern School of Business at NYU. She is an MDRT qualifier, an Annuity Elite qualifier, and an AARP-certified agent specializing in long-term care. She has received multiple recognitions for her work with annuity solutions, and her perspective is grounded in helping retirees make well-informed decisions about income sustainability, portfolio flexibility, and legacy goals.
Nancy Randhawa brings over 20 years of experience in the retirement living sector, where she served as a Vice President of Operations and worked closely with seniors and their families during some of life’s most vulnerable moments. That experience gave her firsthand insight into the emotional and practical challenges of aging, including the importance of stable income and preparation as care needs and expenses evolve over time. Motivated to help individuals address these issues earlier and more proactively, Nancy joined New York Life. Today, she focuses on helping individuals and families better understand the role that income stability and early preparation can play in supporting independence later in life.
The Rossmoor Financial Forum, a 501(c)(3) nonprofit organization, is dedicated to educating its members on estate planning, wealth management, insurance, real estate, elder abuse, fraud, identity theft, and other financial topics.
A light lunch will be provided.
This is a member‑only event. To register, please click the Register button. For more information about the speakers or to inquire about membership, please contact Joe Hoffman at 925‑954‑7912.
