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Still have an old 401(k) or IRA sitting with a former employer?
You’re not alone — and it’s costing people more than they realize.

Millions of Americans leave behind retirement accounts when they switch jobs.

The result? Limited investment options
- High, hidden fees
- No control or visibility
- Underperforming funds
- Money just sitting there — not working for you

If you’ve ever wondered whether your old retirement account could be doing MORE… this workshop is for you.

In this interactive session, you’ll learn:
- How to take back control of old employer retirement accounts(401k, TSP, 403b, 457, IRAs)
- How a Self-Directed IRA can open the door to real estate, private credit, oil & gas, and other alternatives—not just mutual funds picked by your old employer.
- The 3 biggest mistakes people make with stranded retirement accounts…and how to fix them immediately.
- Step-by-step rollover strategy so you keep your tax advantages and expand your investment options.

Live Q&A to get clear, personalized answers to your situation.

This isn’t a generic retirement lecture.
It’s a practical, easy-to-understand session designed for people who:

  • Changed jobs
  • Have multiple old 401(k)s/IRAs scattered around
  • Want more control over where their retirement money goes
  • Are curious about using retirement funds for real estate or alternative investments
  • Feel like their retirement money is underperforming or “just sitting there”

A few smart changes now can completely change your retirement trajectory.

Reserve your spot and discover what your old 401(k) or IRA could REALLY be doing for you.

Register Now — Free Workshop, Nov 18, 7 PM EST

Financial Education
Personal Finance
Preparing for Retirement
Retirement Planning
Self-Directed Retirement Investing

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