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WEBINAR REPLAY

Retirement Insights & Answers

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This replay was recorded on February 20, 2018.

About This Meeting

The Retirement Answers and Insights Webinar was not recorded due to compliance issues. Handouts for the presentation are available.

Today's Webinar will help you address an important decision — what to do with your retirement plan assets when you retire or leave your job. This is money you've worked hard to save, and it's important that you handle your plan in the way that can most benefit your financial future. In addition, your plan may provide additional options such as installment payments or annuities that are not discussed here. You should consult with your plan administrator regarding any such options.

Learn Objectives:

1. What is today's retirement reality, and why it's important for you to understand what that looks like
2. What are the advantages and disadvantages of your retirement plan distribution options
3. What special considerations may affect your decision
4. What will be your next steps

Presenter

Jamie M. Waldren

presenter photologo

Wells Fargo Advisors

Jamie is a managing director-investments with Wells Fargo Advisors, LLC, member SIPC. His experience is in retirement planning, including wealth management, assisting with business succession and ESOP strategies, structuring QRP portfolios, liquidity and asset management, and providing access to trust and insurance services through affiliates and non-affiliates. He holds the FINRA Securities Registrations 7, 63, 8, and 31.