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 firstname.lastname@example.org