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An educational program to help you learn how to handle your 401(k), pension or other employer-sponsored retirement plan when you leave a job. Participants will learn about:
- The most common distribution options
- How to avoid having the IRS withhold 20% of your retirement distribution
- How taxes, penalties, and investment options factor into your decision
- Length: 30 minutes and will be opened to Questions and Answers
- Grab lunch and join us, invite your employees
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Date and Time
Friday Nov 5, 2027
12:00 PM - 12:45 PM EDT
The first Friday of each month at noon
Grab lunch and join us, feel free to Invite your employees
Location
Virtual
email Kelly.davis@edwardjones.com for participant workbook and zoom link
Fees/Admission
free
Participants will be emailed a workbook.
Contact Information
Kelly Davis
kelly.davis@edwardjones.com
Send Email
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