This seminar outlines the choices available for handling retirement assets held in a former employer’s retirement plan.  Choices to make are unique for each individual, based on employment, tax and retirement circumstances, but this seminar will equip individuals with the content to make the best informed decision.

Presenter: Steven Greene, Financial Advisor, Merrill Lynch Wealth Management

The goal of the Dollars & Sense series is to provide community members with the information to help manage their personal finance issues with common sense.

Registration Preferred.

Location: Auditorium

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