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Virtual Retirement Plan Session May 4

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May 04, 2021 12:00 PM - May 04, 2021 12:45 PM

PlanPILOT will be hosting a virtual retirement plan session at noon Tuesday, May 4.  We will be recording the session for those who are unable to attend at that time.

Topics beings covered:

  • Eligibility and Initial Enrollment
  • How much you should contribute and how it can be invested
  • Pre-tax vs. Roth
  • American Funds Target Date Funds
  • Catch-up options

The link for the session is below. Hope you are able to join us. Thank you.

TX Wesleyan Retirement Plan Education Meeting
Noon - 12:45 p.m. (CDT) Tue, May 4

Please join my meeting from your computer, tablet or smartphone.

You can also dial in using your phone.
United States: +1 (872) 240-3311

Access Code: 400-571-157