Loading Events

All Events

Understanding Your Rollover Options

September 17 @ 6:00 pm - 7:00 pm

Details

Date:
September 17
Time:
6:00 pm - 7:00 pm
Event Tags:
,
Website:
https://trustage.zoom.us/webinar/register/WN_zrSvKuiRS_Gfa2OCs5yKNg#/registration

Venue

Zoom Meeting

Secure your financial future by attending our seminar! This event will provide a clear understanding of the rollover process for your retirement accounts. Topics include:

  • Four major options for retirement plan balances when changing jobs or retiring
  • Pros and cons of each option
  • How a rollover works and much more!

Our financial expert(s) will guide you through the steps to ensure a smooth and efficient transition, helping you make informed decisions to maximize your retirement funds. Whether you’re changing jobs or retiring, this seminar will equip you with the knowledge to manage your retirement savings effectively.

CLICK HERE TO REGISTER

Brought to you by TruStage.

Leaving so soon?

By clicking on this link you’ll be leaving Unitus Community Credit Union to visit one of our trusted partners. If this was done in error, please click cancel. Otherwise, come back and visit anytime!

 

Accept