02 May
What Keeps You Up at Night??


Get to know what affects YOU.

Whatever is keeping you up at night is often the unknown.  Join us for a Q&A addressing some of the biggest top of mind concerns.  This will be informative for anyone looking to ensure they are doing all they can now to help avoid mistakes, take advantage of tax benefits and learn to optimize their 401k.  

This event is suited for people both years away from retirement and those approaching retirement.

If you're not sure if it will benefit you, consider this.  When asked if meeting with us was helpful the consistent sentiment we are told is "We wish we met with you years ago."  It makes sense because we are not taught about any of these things in school.  Some of the key questions will include:

  • How can I make the most out of my 401k?
  • What one thing should I do now?
  • Should I save in a Roth Ira or Traditional Ira outside of my 401k?
  • Do I need a Living Trust?
  • How can I protect myself if my parents have expenses, they can't afford?  This is a big problem.
  • Do I need Long Term Care insurance?
  • Is my lump sum safe?
  • When is the best time to retire?
  • When should I start drawing Social Security?
  • Should I take an early out package?
  • Will I be able to replace my paycheck at retirement?
  • I want a divorce what should I do to prepare?

Please RSVP by clicking the links below or call us 855-529-401k.

Join us to get answers to all of your Retirement Questions

Date and Time

Thu, May 02, 2024

12:00p - 1:00p PST




Event Registration