401(k) Rollover Strategies
Details
How does the 401(k) or 403(b) work? (Also throwing Thanksgiving party after! come celebrate Friendsgiving with us and eat some turkey!)
The economy is struggling to hide the amount of debt and economic uncertainty that is drowning Americans.
We are having a small local event at our Pleasanton Financial Center! This session will be covering how to strategize and make use of your 401(k) or 403(b).
You’ll learn:
What other options are there within your 401(k)? If you have one from an old workplace, what can you do with it? How can it be more beneficial for retirement? Is it even useful at work? All these, we will cover.
🧠 What You’ll Gain:
- An understanding of how the traditional 401(k) or 403(b) retirement plans work.
- Real strategies you can apply immediately.
- Possible access to tools, resources, and mentorship.
📍 When: 9:45AM - 11:45AM PST
💻 Where: 7031 Koll Center Pkwy, Suite 150, Pleasanton, 94566, CA
🎙️ Hosted by: Pleasanton Financial Center
Here you can aim to strengthen your understanding of the financial industry, explore a new career path, or simply learn what’s changing; this event is for you.