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Distribution Basics for Employer-Sponsored Retirement Plans: Managing Assets in the Most Tax-Efficient Manner
January 31, 2019 @ 3:00 pm - 4:00 pm
Gaddis & Gaddis Wealth Management Presents Retirement Workshop
Gaddis & Gaddis Wealth Management will host a free workshop, “Distribution Basics for Employer-Sponsored Retirement Plans: Managing Assets in the Most Tax-Efficient Manner,” at the Ardmore Public Library. The workshop will provide valuable information for individuals who are: close to retirement, thinking about moving money from an employer-sponsored retirement fund, or changing jobs.
For convenience, the one-hour workshop will be presented in four optional time frames: Thursday, January 31, at 3:00 – 4:00 p.m. and 5:00 – 6:00 p.m. and Saturday, February 2 at 1:00 – 2:00 p.m. and 3:00 – 4:00 p.m.
Speakers include: Roger Gaddis, CPA/CFP®, Owner/Manager; Derek Hines, AIF®, Partner and Danieal Belt, CPA.
Roger Gaddis is an LPL Financial Advisor with more than 30 years of knowledge and experience as a financial advisor. He founded Gaddis & Gaddis Wealth Management in 1995.
Danieal Belt, CPA is not a registered representative and is not affiliated with LPL Financial.
For more information about the workshop and to reserve seating for one of the seminar dates, call: 580-226-8800 or email:roger@gaddisandgaddis.com