Broker Check
25 March
You, Retirement Rollovers, & Income in Retirement


"How can I ensure my retirement future is secure?"

401k and Retirement Rollovers and Strategies for Sustainable Income in Retirement

During this webinar we will discuss: 

*What to do with stray accounts & employer plans
*Advantages of rolling a prior employer retirement account
*Tax consequences of rolling an account incorrectly
*Available current & past employer plans, IRA vs Roth, Social Security
*Risk tolerance & proper allocations
*Personal situation & future retirement planning

Stay tuned to join SmartVestor Pro, Jim Bukowsky, for a live Q&A session at the end of the webinar. You will also have the opportunity to schedule a no obligation appointment with Jim to review your personal situation and more detailed questions. 

While this financial webinar is free, space is limited - please register online to guarantee your participation. For more information about this event, please contact Kristina at 636-352-2003.

Securities offered through First Heartland Capital, Inc.


Advisory services offered through First Heartland Consultants, Inc. Smart Money Innovations and Southern Missouri Investments are not affiliated with First Heartland Capital, Inc.

Date and Time

Thu, Mar 25, 2021

6:30p - 7:30p CST


Zoom Webinar


Event Registration

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