IRA Planning Workshop

Do you need more information about IRA planning?  Come to our IRA Planning Workshop this Saturday, January 14th from 10:00-11:30 AM!  Some of the many topics covered will include:


• 6 Retirement account options every retiree should know
• Learn when to leave assets in a company retirement plan
• Learn when to roll over to an IRA
• When and if you should take a lump sum
• And more!


RSVP to mramos@2020fa.com or call 832-924-2600.