Lincoln Financial

  • Carey Beaven is a Retirement Consultant and Certified Financial Planner® with Lincoln Financial, the selected 403b retirement plan provider for Atlanta Public Schools.  He will be helping employees of Morningside Elementary over the phone on September 30.  You can talk with him to enroll, increase contributions, review your account, consolidate an old account or ask any retirement planning question you might have.   

    The attached brochure contains information pertaining to the 403b plan and its benefits, including tax advantages and compounding.  Participation in such a plan can be a very effective tool to help fund retirement.  

    Employees may set an appointment, using the following process:

    Schedule an appointment, using the following link: 

    1. https://lfg.com/atlantapublicschoolsschedule
    2. Call the phone team at 877-562-4738 and reference Atlanta Public Schools

    * See the enrollment brouchure below

     

     

Lincoln Financial Enrollment Brochure

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