What are Your Retirement Plan Options?
We will review:
- Understanding your 403(b) plan
- Contribution limits
- Your 403(b) plan income and distribution options
- How to rollover your 403(b) plan
Thursday, February 16, 2012 – 6:00pm-7:00pm
Main Branch: 1800 Broadview Dr, Glendale 91208
What have you left behind?
How consolidating retirement accounts:
- Can possibly save on annual fees
- Could give you control, enabling you to make key decisions
- Uncover unique estate planning opportunities
- Simplify mandatory required Minimum Distributions
Tuesday, March 13, 2012 – 6:00pm-7:00pm
Main Branch: 1800 Broadview Dr, Glendale 91208
Protecting Your Family's Assets?
Everything you wanted to know about Insurance but were afraid to ask:
- Basics of Property & Casualty, Life Insurance and Long Term Care
- What type of coverage do you need to protect your family?
- Do you have enough coverage?
Tuesday, May 8, 2012 – 6:00pm-7:00pm
Main Branch: 1800 Broadview Dr, Glendale 91208
