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ROLLOVER TRIVIA :5 QUESTIONS & ANSWERS

March 8, 2022 @ 6:00 pm - 6:30 pm

Tuesday March 8th   6:00-6:30PM

401(K) 403(B) IRA Pension options

How and when scan and should you roll over your qualified retirement funds?

What can and can’t you do with your non-taxable accounts and old 401(K) plans?

Presented by Pacific Financial Solutions

YOUR BLN Host is Robert Reichle

INSTRUCTORS: Michael Sondheim

Michael Sondheim –has more than 30 years of experience in Retirement, Investment and Estate Planning, Wealth Preservation and Family Legacy Planning. Mike recognizes the importance of Financial Education and is proud to offer classes to those who want to learn more about creating a safe and secure retirement. The experience and knowledge Mike and his team provide has benefited and helped thousands of families throughout the northwest protect their assets, preserve their wealth, and fulfill their retirement dreams and goals.

To Register, please click the Registration URL below

https://attendee.gotowebinar.com/register/96855300864210188

or contact Jenny Kaminski at: jenny.r.kaminski@boeing.com

Email Pam Renn at: pam@pacificfinancialsolutions.com  or call 425-589-5942 with questions.

Tuesday March 8th 6:00-6:30PM         We Hope You Will Join Us!

Details

Date:
March 8, 2022
Time:
6:00 pm - 6:30 pm

Organizer

Michael Sondheim
Phone
(425) 417-9813
Email
Info@Pacificfinancialsolutions.com
View Organizer Website