22
Feb
Savvy Retirement Planning for Rollovers
Description
Have you recently tranistioned in your career?
Have you transitioned in the past but forgot to move your employer sponsored plan?
Are you aware of your rollover options when you leave an employer?
Join us for this brief 30 minute presentation where I will discuss 6 Potential Rollover Options, and provide possible advantages/ disadvantages for each option.
** 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.
Have you transitioned in the past but forgot to move your employer sponsored plan?
Are you aware of your rollover options when you leave an employer?
Join us for this brief 30 minute presentation where I will discuss 6 Potential Rollover Options, and provide possible advantages/ disadvantages for each option.
** 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
Tue, Feb 22, 2022
12:30p - 1:00p EST