The Retirement Minefield: An Overview to Help Avoid Common IRA Mistakes
Wednesday, March 31, 2021
5:30– 6:30 p.m.
Understanding all the rules that govern IRA transactions can be overwhelming for anyone. Personal circumstances are different for everyone, and these circumstances can translate into mistakes. This presentation provides insight on retirement complexities, and how avoiding mistakes can be just as important as managing risk in retirement.
Presented by: James Verbonitz, Director of Advanced Markets, Transamerica, CFP®, ChFC®, CLU®
REGISTER HERE