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Retirement Planning & Wealth Preservation (Part 2)

WSB Edinburg Financial Center
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Feb 10 10:00AM - 12:00PM

Retirement Planning & Wealth Preservation (Estate Planning)

Although 401ks And Other Defined Contribution Plans Are Very Popular, Lack of Understanding Is Still a Major Problem. Few Employees Get Involved Enough or Take the Time to Understand and Monitor Their Plans.

What About Estate Planning?

**In This Class You Will Learn Differences on Defined Benefit Plans, Defined Contribution Plans (401k, 403b, 457), Traditional IRA, Roth IRA, IRA Rollovers, Simple IRA, Sep IRA, 529 College Saving Plans, Annuities, Medicare Supplements, Long Term Care and How to Get Started on Estate Planning**

** $6.00 For The Workbooks**

**10:00am-10:15am Mixer**

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Endorsed by Curators:
Retirement Planning & Wealth Preservation (Part 1)

Retirement Planning & Wealth Preservation (Part 1)

Feb 20 7:00PM - 9:00PM
Retirement Planning & Wealth Preservation (Estate Planning)Although 401ks And Other Defined Contribution Plans Are Very Popular, Lack of Understanding Is Still a Major Problem. Few Employees Get…
 
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Endorsed by Curators:
National Financial Literacy Campaign

National Financial Literacy Campaign

Feb 20 7:00PM - 9:00PM
Want To Be Part Of A Cause? Make A Difference? Literally Change Lives??Good! We Have A Powerful National Campaign That Is Right For You!We Want to Educate 1 Million Families in North America by 2020…
 
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Endorsed by Curators:
Retirement Planning & Wealth Preservation (Part 1)

Retirement Planning & Wealth Preservation (Part 1)

Feb 24 10:00AM - 12:00PM
Retirement Planning & Wealth Preservation (Estate Planning)Although 401ks And Other Defined Contribution Plans Are Very Popular, Lack of Understanding Is Still a Major Problem. Few Employees Get…