Many Investors Make Mistakes with their IRAs and 401(k)s because they do not know all of the
rules.
This workshop will help you avoid mistakes that could cost you tens of thousands of
dollars over your lifetime.
This Vital, 35-minute Workshop is a NON-SELLING, Educational Program That Will Help You Understand and Navigate Your IRA, 401(k), 403(b) and TSP Accounts
Secure Act of 2019
Required Minimum Distributions
Beneficiary Forms
Rollover Rules
Reducing Risk
Guaranteed Lifetime Income
Roth Conversions
Moving 401(k)s & TSPs to Flexible IRAs
and Much More...
Offered by the non-profit,
Association of Financial Consultants
Presented by... D. Scott Kenik
Member, Association of Financial Consultants Member, American Network of Financial Education Principal, Wealth Concepts Group, LLC.
Who We Are Association of Financial Consultants (AFC) is a 501(c)(3) non-profit organization. Our mission is to offer high-quality education through free educational workshops and classes in a non-selling environment.
Our fiduciaries and financial professionals provide valuable services to their communities. These events are carefully crafted to educate attendees on a variety of financial topics.
Our members include Financial Professionals from a wide range of specialties committed to public service. Our educational and informative financial outreach continues to motivate an elevated high standard of excellence.
What We Do AFC provides educational workshops and classes at no cost or obligation to the attendees. Our consultants & fiduciaries are committed to ongoing education to help their clients navigate and understand complex financial topics through simple language and are bound by a Code of Conduct that demands integrity, accountability and transparency.