- TypeWorkshop
- Location San Francisco, California, United States
- Date 23-01-2020
Finance
Thursday, Dec. 12th, 2019 12:00pm
Oakstop (Broadway St)
1721 Broadway #201 Oakland, CA 94612
Complimentary lunch will be served.
Call 800-900-5867 to reserve a seat for you and a guest.
Topics Include:
ï·ï Reasons to consider the annuity option on your pension.
ï·ï How interest rates influence your pension lump sum amount.
ï·ï Looking at Rule 415 limits when rolling over your pension lump sum.
ï·ï How to determine the benefits of leaving or staying at the company.
Visit us on the web at theretirementgroup.com
New York • Philadelphia • Washington DC • Boston • Tampa• St Louis Houston • San Antonio • Dallas • Chicago • San Francisco • Los Angeles Securities offered through FSC Securities Corporation, member FINRA/ SIPC. Investment advisory services offered through The Retirement Group, LLC. a registered investment advisor, FSC Securities Corporation are unaffiliated companies. Office of Supervisory Jurisdiction: 5414 Oberlin Dr #220, San Diego CA 92121
*This is a complimentary service is neither approved nor endorsed by *Kaiser Permanente . University of Phoenix is a trade name and registered trademark of the Apollo Education Group, Inc. Any use by Licensee to identify the event location is not intended to imply affiliation with, sponsorship or endorsement of the event by The University of Phoenix, Inc or Apollo Education Group, Inc.
5414 Oberlin Dr. #220 San Diego CA 92121
8009005867 Fax No: 92121