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Join us for "Rose and Your 401k: How Your Money Works in Retirement," a lively and informative 90-minute seminar. This session will simplify retirement planning, giving you a clear understanding of your 401k and other retirement accounts and other financial basics. You'll feel empowered and educated like you just took a "Finance 101" course school never offered. Gain the confidence to manage your retirement savings effectively!
Note: Once you click “Confirm Registration” below, a small cart will appear in bottom right-hand corner of screen. Click that cart to continue the “check out” process! There will also be one step where it appears you need to put in a billing address, but no payment is required.
Date: Wednesday, February 19, 2025
Time: 6:00 pm - 7:30 pm
Location: 200 Peachtree Hills Avenue 30305 (Icarus Alternative Investments)
Frequently Asked Questions:
What if I’m a current client? For our current clients who have recently undergone a full financial consultation, some of the information presented may be familiar. However, we warmly welcome your presence if you’d like to attend!
What if I don’t have a 401k? That’s okay! 401k rhymed with “Rose” so we went with it. We will address different types of accounts like IRAs, 403bs, and Social Security in the session.
Is there any pre-work? To make the most of the session, we will send about 15 minutes of pre-work before the session.
Will I have to divulge my financial information to everyone in this session? This will be a presentation combined with individual work time (along with plenty of Q and A). No divulging necessary!
Can I bring my spouse/partner? Yes! For this session, we will have space to accommodate -please shoot me a note to let me know they will be in attendance.
Join us for "Rose and Your 401k: How Your Money Works in Retirement," a lively and informative 90-minute seminar. This session will simplify retirement planning, giving you a clear understanding of your 401k and other retirement accounts and other financial basics. You'll feel empowered and educated like you just took a "Finance 101" course school never offered. Gain the confidence to manage your retirement savings effectively!
Note: Once you click “Confirm Registration” below, a small cart will appear in bottom right-hand corner of screen. Click that cart to continue the “check out” process! There will also be one step where it appears you need to put in a billing address, but no payment is required.
Date: Wednesday, February 19, 2025
Time: 6:00 pm - 7:30 pm
Location: 200 Peachtree Hills Avenue 30305 (Icarus Alternative Investments)
Frequently Asked Questions:
What if I’m a current client? For our current clients who have recently undergone a full financial consultation, some of the information presented may be familiar. However, we warmly welcome your presence if you’d like to attend!
What if I don’t have a 401k? That’s okay! 401k rhymed with “Rose” so we went with it. We will address different types of accounts like IRAs, 403bs, and Social Security in the session.
Is there any pre-work? To make the most of the session, we will send about 15 minutes of pre-work before the session.
Will I have to divulge my financial information to everyone in this session? This will be a presentation combined with individual work time (along with plenty of Q and A). No divulging necessary!
Can I bring my spouse/partner? Yes! For this session, we will have space to accommodate -please shoot me a note to let me know they will be in attendance.