Lunch and Learn

Join us for a free lunch and learn!

Grab a bite and feed your brain! You're invited to the following lunch and learn event—a great opportunity to connect, learn something new and enjoy lunch on us. Don’t miss it!

Location: JAKKS - 2951 28th St. Santa Monica

Financial Planning Basics

Tuesday, April 7 at 12:00 p.m.

Presented By: Scott Gevertz

In this workshop, you will learn:

  • How to construct a budget and the importance of establishing an emergency fund
  • Credit fundamentals
  • Basic investment concepts, including risk tolerance and the difference between pre-tax, after-tax, and tax-deferred investments

  • Basic estate planning concepts


Scott Gevertz

Scott Gevertz
CA Wealth Advisor
Southland Investment Services
Phone: 562.936.8714
[email protected]
CA Insurance License #0F80093

BrokerCheck LogoSouthland Investment Services

Please complete the form below to register. Space is limited, and lunch will be provided to each registered attendee.

Wealth Advisors with, and securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Southland Credit Union and Southland Investment Services are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using Southland Investment Services, and may also be employees of Southland Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of Southland Credit Union or Southland Investment Services. 

Securities and insurance offered through LPL or its affiliates are: 

Not Insured by NCUA or Any Other Government Agency. 

Not Credit Union Guaranteed.

Not Credit Union Deposits or Obligations.

May lose value.

Southland Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.