Events Calendar

'How to Get Rollover Ready' Lunch Workshop

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Name: 'How to Get Rollover Ready' Lunch Workshop
Date: June 22, 2017
Time: 12:00 PM - 1:00 PM PDT
Event Description:
This presentation steps pre-retirees through the decisions they need to make about getting their 401(k) savings and other retirement plan assets ready for retirement.
Financial Advisor Donald Morgan takes attendees through the four primary distribution options available to them, the pros and cons of each, how those decisions might play out over a 30-year+ retirement, and the mistakes to avoid. The workshop lasts about 45 minutes followed by Q&A. The workshop can be customized in content and length to meet your specific needs.

Participants Will Learn
  • The 6 steps to preparing their savings for retirement
  • 4 rollover distribution options to consider
  • How to avoid the 11 biggest rollover blunders
  • Overview of taxes and penalties
  • The mechanics of rolling over retirement plan assets
Attendees Will Receive
  • An educational, unbiased third party presentation
  • A Rollover Ready Checklist
  • Rollover Blunders Guide
  • Worksheets & checklists
Complimentary lunch
RSVP Lisa Bell (509) 931-1088 Lisa.bell@independentwealthconnections.com

 
Location:
2610 N Pines Rd, Spokane Valley, WA  99206
Date/Time Information:
Date:  Thursday, June 22, 2017
Time:  12:00 – 1:00 pm
Contact Information:
Lisa Bell
Fees/Admission:
Complimentary
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