Retirement Plans: Consolidation & Rollovers

Retirement Plans: Consolidation & Rollovers
. Please Note --> This is a Past Event!! .

Date: 1/27/2011
Time: 4:30 PM TO 6:00 PM

3333 Clares Street
Capitola, CA 95010

Phone:
831-477-8595

Event Description: Planning to move your 401(k) or IRA? Whether you need to roll your retirement account into a new plan, or planning to consolidate plans, 401(k) and IRA rollovers can result in penalties and unnecessary taxes if done incorrectly. Learn to avoid costly rollover mistakes by attending “Are You Ready to Roll?” a seminar sponsored by Bay Federal Credit Union. This is a free event. To register, call 831-477-8595 or email your name and phone number to seminar@bayfed.com.


Directions:
Bay Federal Credit Union

Need more information?
If you need more information about this event, please complete the fields below:
Your Email Address:
Your Name:
Question / Comment:


 
For general inquiries email us at:  administration@santacruzchamber.org



REGISTER
EVENT SPONSORS
LINKS
Related Website:
http://www.bayfed.com

Event Location Map
Current Weather

SET A REMINDER


Your Email Address

Remind me    day(s) prior to the event date.