Apr

    Managing Retirement Savings Through Life's Transitions - Brown Bag Session

    12 PM CDT

    • Free for Solo, Small Firm and General Practice Division (GPSolo) and Co-Sponsor members as a member benefit.

    • Brown Bag Sessions are short, informal educational events on timely topics.

    • Recordings of past Brown Bag Sessions are posted and archived after each session.

    • The ABA is not seeking CLE credit for this program.

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    Program Description:

    At some point in their careers, both young and seasoned attorneys may deal with a transition. Transition from law firm to law firm or perhaps to their own practice, as well as transitioning out of practice to retirement. There are many things to consider as part of this transition, not least important is your retirement plan and savings. It's important to understand your options so you can choose what best fits your needs, your goals for retirement and your investment objectives, but also minimizes taxes and penalties that can eat into your savings. In this presentation, we will explore these options and the steps you can take to help you make the right decision for your transition.

    Moderator:

    Michael Moniz
    Vice President, Head of New Plan Acquisition and Strategic Relationships
    ABA Retirement Funds Program

    Speaker:

    Ginger Brennan
    Senior Vice President and National Director of Sales and Marketing
    Registered Representative of Voya Financial Partners, LLC (member SIPC)
    ABA Retirement Funds Program

    Sponsored by:

    ABA Solo, Small Firm and General Practice Division
    ABA Retirement Funds Program

    Save the Date:

    Next Session | Wednesday, May 10, 2017 | 12:00 - 1:00 p.m. Central

    Event Details

    Format

    Teleconference

    Date

    Apr 12, 2017

    2017-04-12T12:00:00-05:00 2017-04-12T13:00:00-05:00 Managing Retirement Savings Through Life's Transitions - Brown Bag Session

    • Free for Solo, Small Firm and General Practice Division (GPSolo) and Co-Sponsor members as a member benefit.

    • Brown Bag Sessions are short, informal educational events on timely topics.

    • Recordings of past Brown Bag Sessions are posted and archived after each session.

    • The ABA is not seeking CLE credit for this program.

    Sponsors

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