Broker Check
29 Sept
Should I Stay or Should I Go


Join me Sept 29th, 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!

Date and Time

Wed, Sep 29, 2021

6:00p - 7:00p EST


Zoom Webinar


Event Registration