Prudential Webinar Series!!

Going forward in 2021, we will be hosting a series of live webinars each month.  Everyone is welcome to join them, and the sessions will last about 20 to 30 minutes. Each month there will be different financial topics discussed, and they will be live and interactive.  Here’s a quick agenda about some of the things I’ll be discussing on this first one, it’ll be more of an overview. It’s very similar to one of the ones I did this fall, as these questions seem to come up in a lot of the conversations that I have:


State of VT 457b Deferred Compensation Plan

-What is it?

-How can I benefit from it?

-Am I already enrolled?

-How does this differ from the Pension?

-I have an account, where can I access it online?

-Pre-tax vs Roth (After-tax), which is the right choice for me?

-How do I change the amount I’m contributing?

-How am I allocated with my investments? Is there a way to help simplify this for me?

-I have other retirement accounts with old employers, can I consolidate them?

-What are my distribution options once I no longer work with the state or once I retire?

 

Get these and many other questions answered with me, your dedicated Retirement Counselor next Wednesday, Feb 3rd at 2pm! Can’t make the Live Webinar, or would rather just have a more personalized one-on-one virtual meeting to take a look at your own account, or just looking to get enrolled? Just click here to grab an openday/time that works for your calendar! Remember, these are free consultations so make sure to take advantage of it. Please feel free to reach out with any questions and I look forward to speaking with you on the Live Webinar!

 

Gilles Owen invites you to join this Webex meeting.

 

When it's time, join the Webex meeting here.

 

 

 

Wednesday, February 3, 2021

2:00 pm  |  (UTC-05:00) Eastern Time (US & Canada)  |  30 mins

 


 

Join meeting

 

 

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