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  • Understanding your 401(k) Rollover options
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    Understanding your 401(k) Rollover options

    Tuesday, May 28, 2024

    12:00 PM - 12:30 PM

    12:00 PM - 12:30 PM See all dates and Times

    Cincinnati

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    05/28/2024 12:00 PM 05/28/2024 12:30 PM America/Anguilla Understanding your 401(k) Rollover options Are you considering a job change or nearing retirement? If so, understanding your 401(k) rollover options is essential. In this webinar we will explore your options and empower you to make informed decisions to position your retirement savings with confidence. Presented By: Erik Waldron, CUSO FS* Financial Advisor *Non-deposit investment products and services are offered through CUSO Financial Services, L.P. ("CFS"), a Registered Broker-dealer (Member FINRA/SIPC) and SEC-registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible los... Details & Tickets: https://www.upcomingevents.com/cincinnati/events/cincinnati/understanding-your-401k-rollover-options-220903?ref=uceaddevent Cincinnati, Cincinnati, Cincinnati, OH, 45202

    Categories

    Business-Related, Conferences & Tradeshows, Continued Learning, Educational, Technology

    Neighborhoods

    Central Business District (Cincinnati)
    Mt. Auburn (Cincinnati)
    Over-The-Rhine (Cincinnati)
    Pendleton (Cincinnati)

    Are you considering a job change or nearing retirement? If so, understanding your 401(k) rollover options is essential. In this webinar we will explore your options and empower you to make informed decisions to position your retirement savings with confidence. Presented By: Erik Waldron, CUSO FS* Financial Advisor *Non-deposit investment products and services are offered through CUSO Financial Services, L.P. ("CFS"), a Registered Broker-dealer (Member FINRA/SIPC) and SEC-registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. General Electric Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.

    Event Links

    Website: https://go.evvnt.com/2396513-0

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