Leave it, Move it, Roll it, Take it
Name: Leave it, Move it, Roll it, Take it
Date: June 20, 2017
Time: 6:30 PM - 7:30 PM CDT
Discover your options for dealing with money from an employer-sponsored retirement plan. Learn the pros and cons of taking a lump sum, leaving assets in a plan or moving to another plan, rolling over to a traditional or Roth IRA, or receiving annuity payments from a pension. ***If you are interested in registering for an entire suite of financial seminars, please click this link to find out what other topics we will cover and to register: https://bisdtx.ce.eleyo.com/course/spring-2017/got....