How to Get "Rollover" Ready


Free Educational Webinar.

Your presenter will be Arturo Burgueno, partner at the Everest Retirement Planners office in San Antonio, TX.

Click HERE to Register

At this seminar you will learn:

  • 4 rollover options to consider

  • How to tax-effectively move company stock

  • How to avoid the 11 biggest rollover blunders

  • The mechanics of rolling over retirement assets

  • An explanation of direct vs. indirect rollovers

The decisions you make today can have a tremendous impact on your overall retirement plan. Don’t miss this valuable webinar designed specifically for baby boomers.

Please arrive 5 to 10 minutes early to be sure you can log-in successfully. Questions?  Call me at 210-998-5560. Would you like to make an appointment to discuss your particular situation? Call or send me an email at