Entering a new life phase? Do you know all your options?

How you handle your 401(k), pension or other employer retirement plan when you leave your job is one of the most
important financial decisions you can make.

Join us with Financial Advisor Amy for “Leave It, Move It, Roll It, Take It: Know Your Employer Retirement Plan Options” and learn:
• The most common distribution options and the pros and cons of each
• How taxes, fees, penalties and investment options factor into your decision

Knowing your options when you leave your job can help you make the right choice for your retirement savings. Call today to reserve space for yourself and a guest at this complimentary educational seminar.

Date: Thursday, December 5th at 12:00 – 1:00 pm

This event is presented as a Webinar. Win a raffle when you register!