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WEBINAR: Understanding Your Rollover Options

April 19, 2022 @ 6:00 pm - 7:00 pm

Changing jobs is a common experience for most U.S. workers. But, what’s the right thing to do with your retirement savings plan account from a previous employer? What are your options, and how can your decision impact your long-term retirement savings?

Here’s an opportunity for you to get a clear understanding of your different options, and how each one can affect your progress toward your retirement savings goals — at no cost and no obligation:

Understanding Your Rollover Options

6PM EST (5PM CST) on April 19th, 2022 at Zoom

Presented by, Joshua Taylor, Regional Vice President, CUNA Mutual Group

You’ll get a clear understanding of the different options available to you when you leave an employer and have an employer-based retirement savings plan account balance to consider, including:

  • Four major options for retirement plan balances when changing jobs
  • Pros and cons of each option
  • How a Rollover works
  • And more!

Click here now to reserve your virtual seat!

You are welcome to bring a guest, but space is limited so please make your reservations today.


April 19, 2022
6:00 pm - 7:00 pm
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Zoom Virtual Event
Jacksonville, FL United States
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