Broker Check
01 May
Retirement Decisions

Organizer

Eric Tom etom@financialguide.com

Presenter

Eric Tom

Description

If you have a CD, IRA, 401k or 403(b) account you don’t want to miss this event! You are cordially invited to attend a SPECIAL EDUCATIONAL EVENT featuring highlights from America’s IRA Expert* Ed Slott’s “Retirement Decisions Guide.” This workshop is designed for individuals who are in or nearing retirement and who wish to make informed and intelligent decisions regarding IRAs and retirement. •Determine what type of IRA you have and if it is right for you • Is converting to a Roth IRA right for you • Why leaving your money in a company plan after retirement may be a mistake • Tax cutting strategies for you and your IRA beneficiaries • How to minimize risk with your IRA • Questions you need to ask your advisor before and after retirement • How to create a legacy with your IRA to pass on to future generations

Date and Time

Wed, May 01, 2019

6:00p - 9:00p EST

Location

Babylon Carriage House

21 Fire Island Ave
Babylon, NY 11702
View on Map Event Website
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