How to Get "Rollover" Ready

Webinar
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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 arturoburgueno@retirewitheverest.com