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ESL Investment Services presents:

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®



James Verbonitz and Transamerica are not affiliated with or endorsed by LPL Financial and ESL Investment Services.

There is no assurance that the techniques and strategies discussed are suitable for all investors or will yield positive outcomes. The purchase of certain securities may be required to effect some of the strategies. Investing involves risks including possible loss of principal.

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