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

Description

"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.

Member FINRA/SIPC.

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

Location

Zoom Webinar

PT1H
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