Will Your Money Stop Working When You Do?
October 08, 2014   11:30 AM - 1:00 PM

BBB Focus Luncheon Series
Presented by: Mike Dales, Focus Financial

The retirement plan distribution and investment decisions you make when you retire can impact your financial situation for the rest of your life. Will your savings provide the money you need to enjoy your retirement, or will daily living expenses consume most of your income? When you understand your options, you can avoid costly mistakes and make informed decisions that can help preserve your funds to last throughout retirement.

You and your employees are invited to join us for an educational workshop where you’ll learn strategies for:

  • Choosing an appropriate retirement plan distribution method
  • Rolling funds into an IRA for continued tax deferral
  • Understanding retirement plan distribution rules
  • Investing your retirement assets to make them work for you
  • Leaving a lasting legacy using a stretch IRA

When you attend this focus luncheon, you will receive a full-color, 20-page workbook on retirement plan distributions. This invaluable resource contains essential information, exercises and questions that can help you assess your current situation and make sound financial decisions with confidence. Best of all, you'll be eligible for the complimentary consultation offered to all focus luncheon participants.

Cost  [lunch included]
$15 per person - Accredited Business
$10 per person - Live Broadcast (watch the presentation online)

Register online: thefirstbbb.org/events

Better Business Bureau
220 S. River Ridge Circle
Burnsville, MN 55337

Questions? Contact BBB Event Coordinator, Mackenzie Kelley, at mackenzie.kelley@thefirstbbb.org or 651-695-2482.

Thank you to Think Mutual Bank for sponsoring this event!

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220 S. River Ridge Circle
Burnsville, MN 55337

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