New York Life will be hosting an educational workshop focused on "Rollovers". It will focus on situations when a rollover is appropriate, the process, and rollover options. It will take place on Wednesday, October 25, 2017 at 6:00 pm.
If anyone has recently retired or changed careers and aren't quite sure how to manage your retirement account with your past employer this is a good opportunity to gain some important information about your different options. Please message or call me if you have questions or would like to RSVP.