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Successful Money Management® seminar includes:Financial StrategiesPrivate Wealth Management Investment Consulting Retirement Planning IRA 401(k) Risk Management Estate Planning Hear How You Can:Manage Your MoneyPotentially Reduce Your Taxes Save and Invest Structure Your Investments Seek a Financially Independent Retirement |
![]() 401k Retirement Plans401(k) plans are great ways to save for retirement, especially if an employer is willing to make matching contributions. If one qualifies for this self-directed retirement plan, the account is typically funded through pre-tax payroll deductions. These funds are invested in a range of assets including stocks, bonds and mutual funds.401(k) Rollover InvestmentsBecause a 401 k plan is self-directed, and can follow one throughout their career regardless of employer(portable), the Successful Money Management® seminar is designed to equip attendees with the tools necessary to effectively understand investment customization options and 401k Rollover flexibility. At the same time, this seminar is geared towards educating and consulting 401k holders about avoiding certain pitfalls, borrowing money from the account, taking certain advantages, and the risk/reward factor of early withdrawal. |