Leave it, Move it, Roll it, Take it

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....

Leave it, Move it, Roll it, Take it

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Date and Time

Tuesday Jun 20, 2017
6:30 PM - 7:30 PM CDT

Tuesday, June 20, 2017 from 6:30 pm - 7:30 pm

Location

TBD

Fees/Admission

FREE

Website

https://bisdtx.ce.eleyo.com/course/summer-2017/leave-it-move-it-roll-it-take-it

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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