Evento

I Used to Have a 401(K) Now What?

FREE AIAOC Lunch and Learn

1 Learning Unit

I Used to Have a 401(K) Now What?

Program:

Retirement income solutions for architects and their practices.

1.Retirement savings for the individual.
2.The pros and cons for consolidating existing accounts.
3.Consolidation, organization, estate planningi.e., ramifications of beneficiary designations-- and risk management in currently held 401(k) plans
4.Because of the tax favored status of pension plans and retirement savings, possibility of improved cash flow for both practitioner and business.
5.Benefit offered to improve employee retention and attract quality employees.

Presented By:
D. Michelle Greenwood
Financial Consultant
Tax & Financial Group

Cathy Fitzpatrick, CFP, CLTC
Tax & Financial Group

Date: January 23, 2013

Check-in/Lunch: 11:40 AM
Brown Bag Bring your lunch!
Presentation: 12:00 - 1:00

Location:
AIAOC Office
4100 Birch Street, Suite 300
Newport Beach, CA 92660

Learning Units:
1 Learning Unit

Cost:
Free for the first 20 AIAOC AIA Members who register.

48 Hour Cancellation Policy