Understanding Your Rollover Options
Tuesday, June 10, 2025
7:00 p.m. Central Time (US and Canada)
Changing jobs is a common experience for most U.S. workers. But, what’s the right thing to do with your retirement savings plan account from a previous employer? Chances are you have questions and could use someone at your side to lead the way — especially in understanding how your decision can impact your long-term retirement savings.
Start finding answers at our Understanding Your Rollover Options seminar at no cost or obligation to you.
Presented by Mike Wells, CFP®, CLU®, Regional Vice-President at TruStage™
You’ll get a clear understanding of the different options available to you when you leave an employer and have an employer-based retirement savings plan account balance to consider, including:
- Four major options for retirement plan balances when changing jobs or retiring
- Pros and cons of each options
- How a rollover works
- And more
Feel free to contact us at 785-295-9255 or via email if you have any questions about the seminar or other financial matters.
Spring 2025 Azura Wealth Management Webinars
| Tuesday, April 22 | Women and Investing |
| Tuesday, May 13 | Social Security and Your Retirement |
| Tuesday, May 27 | The Three Transitions to Retirement |
| Tuesday, June 10 | Understanding Your Rollover Options |
| Tuesday, June 23 | Understanding Medicare |
Mike Wells and TruStage™ are not affiliated with or endorsed by LPL Financial or Azura Wealth Management.
| Not Insured by NCUA or Any Other Government Agency | Not Credit Union Guaranteed | Not Credit Union Deposits or Obligations | May Lose Value |
Women and Investing Webinar
Social Security and Your Retirement
The Three Transitions to Retirement
Understanding Your Rollover Options
