Leave it, Move it, Roll it, Take it

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    Name: Leave it, Move it, Roll it, Take it
    Date: June 20, 2017
    Time: 6:30 PM - 7:30 PM CDT
    Event Description:
    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....
    Date/Time Information:
    Tuesday, June 20, 2017 from 6:30 pm - 7:30 pm
    Contact Information:
    If you have any trouble locating the class or need more information please contact Barbara at 512-772-7179 or 512-775-2221.
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