Join me Sept 29^th, 2021 at 6pm for “Should I Stay or Should I Go?” A live discussion on things to consider when switching employers.

 Attendees will learn about the different retirement plan options available so they can plan for a comfortable retirement in spite of career changes.

This workshop will cover:

• Six different options for your retirement plan funds
• When to leave assets in a company retirement plan
• How to roll your money to a new company retirement plan
• When to roll over to an IRA
• When and if you should take a lump sum distribution
• When to convert your funds to a Roth IRA
• Why you would consider an in-plan Roth conversion

Presentation will be live via Zoom, click below to register for this event!