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Rollover Planning

Tue, Sep 10

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Virtual Event

Take Control of Your Retirement: Seamlessly Roll Over Your 401K

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Rollover Planning
Rollover Planning

Time & Location

Sep 10, 2024, 6:00 PM – 7:00 PM

Virtual Event

About the event

Rollover Planning - Your 4 Options Discussed in Detail

  • Four major options for retirement plan balances when changing jobs or retiring

  • Pros and cons of each option

  • How a Rollover works

  • And more

Rolling over a company sponsored retirement plan can have lasting consequences. Increase your knowledge of the options available to you so you can make an informed decision about your retirement plan.

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5505 Arapahoe Avenue

 Boulder, CO 80303

(303) 657-7596

a.romero@lpl.com

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The MEMBERS Financial Services Financial Professional, located at Premier Members Credit Union can explain your investment and retirement options. Some of these options include mutual funds, annuities, life insurance, long-term care insurance, and brokerage. 

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Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Premier Members Credit Union and MEMBERS Financial Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using MEMBERS Financial Services, and may also be employees of Premier Members Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Premier Members Credit Union or MEMBERS Financial Services. Securities and insurance offered through LPL or its affiliates are:

  Not Insured by NCUA or Any Other Government Agency     Not Credit Union Guaranteed     Not Credit Union Deposits or Obligations     May Lose Value

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The LPL Financial Registered Representative associated with this site may only discuss and/or transact securities business with residents of the following states: AZ, CA, CO, FL, GA, ID, KS, MD, MI, MO, NV, NM, OR, TX, VA, WA, WY.

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Your Credit Union (Premier Members Credit Union) provides referrals to financial professionals of LPL Financial LLC ("LPL") pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This created an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.

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