THIS EVENT HAS BEEN POSTPONED TO A LATER DATE

Financial Strategies for Employees in Transition

5:15 to 7:00 p.m.

Registration 5:15 p.m. FREE, Open to the public

Today’s headlines are scary. Government bailouts of insurance and mortgage giants, as well as the big three automakers, are all over the news. Companies having to close their doors or layoff their valued employees seems to be a daily occurrence. The stock market has had a dramatic effect on the retirement accounts of baby boomers. This class will review three key areas where employees in transition – whether retiring or recently laid off – can take action upon:

• Retirement plan options when leaving an employer;
• Account withdrawal strategies for easing the market pain once in retirement; and
• Provisions of the stimulus package.

Chamber member Kirsten Weiss from SGC Financial and Insurance Services will be the presenter.

This information should not be considered as specific tax/legal advice. You should consult your tax/legal advisor regarding your own specific tax/legal situation.

Kirsten Weiss, Financial Advisor. CA Insurance License #: 0G53502. Registered Representative, Investment Advisor Representative, Securian Financial Services Inc. Securities Dealer member FINRA/SIPC; A Registered Investment Advisor, SGC, Inc. is Independently Owned and Operated. Tracking Number #125498 and DOFU 11-2009.