Rollover Planning


Webinar - Virtual Attendance! | 6:00-7:00 PM

Often times when people change jobs or prepare for retirement, they need to make decisions on their retirement plans and pensions. In this virtual seminar, you'll learn some of the rules we need to follow and the options available. 

In this session you will learn the answers to questions, including:

  • Pros and Cons to leaving your money in the company plan
  • Possible taxes or penalties we may face when moving money
  • Options for moving it your new company plan
  • Rolling it over to a personal IRA

Click HERE to register!

Once you have registered through eventbrite, you must complete your registration HERE to receive the event details.