05
May
Key Birthdays - Lunch & Learn
Description
Are you close to approaching the big 5-0?
If so, grab your lunch and join us for this brief presentation as we discuss key milestones birthdays ahead.
We will touch on specific birthdays that allow you to access your different retirement accounts with out penalty;
Catch-up contributions to different retirement accounts; and
Specific birthdays to be aware of as you approach Social Security & Medicare.
Attendees of the webinar will also receive a "2021 Key Birthdays" referral postcard for future reference. Don't miss out on this valuable information, register today!
** We respectfully ask that anyone with relation to the financial services industry (to include but not limited to: financial advisor, RIA, CFP, etc.) or licensed insurance agent do not attend our presentations. Please note that we do reserve the right to deny access.
If so, grab your lunch and join us for this brief presentation as we discuss key milestones birthdays ahead.
We will touch on specific birthdays that allow you to access your different retirement accounts with out penalty;
Catch-up contributions to different retirement accounts; and
Specific birthdays to be aware of as you approach Social Security & Medicare.
Attendees of the webinar will also receive a "2021 Key Birthdays" referral postcard for future reference. Don't miss out on this valuable information, register today!
** We respectfully ask that anyone with relation to the financial services industry (to include but not limited to: financial advisor, RIA, CFP, etc.) or licensed insurance agent do not attend our presentations. Please note that we do reserve the right to deny access.
Date and Time
Wed, May 05, 2021
12:00p - 12:30p EST