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Understanding 401(k) Distribution Options and Retirement Accounts

Are you changing jobs or nearing retirment? Join us for an hour-long seminar to learn about retirement accounts and choices available to you regarding your employer plan.

 

When: Tuesday, March 12, 2019 - 5:00pm
Where: TFCU Financial Advisors
6501 Tinker Diagonal
Midwest City, OK 73110
2nd floor of TFCU Midwest City Branch


Host: TFCU Financial Advisors
Phone: (405) 737-0006
 

Social Security: Seven Keys to Enhancing Benefits

Social Security is complicated. This world of confusion stems from all the factors that have to be accounted for, including your age, income, marital status, health and life expectancy.  With Social Security accounting for nearly 40% of most Americans' retirement income, it's important to get your filing decision right or as close to it as possible.

To help you prepare for this important decision the team at TFCU Financial Advisors is hosting an hour long seminar "Social Security: Seven Keys to Enhancing Benefits" presented by Aimee Johnson, CRPC®, CLU®, CDFA®, ChFC® Vice President, Advanced Markets from Allianz Life Insurance Company of North America.

When: Wednesday, April 3, 2019 - 6:00 p.m.
Where: Northwest Library
5600 NW 122nd Street
Oklahoma City, OK
 

Social Security: Seven Keys to Enhancing Benefits

Social Security is complicated. This world of confusion stems from all the factors that have to be accounted for, including your age, income, marital status, health and life expectancy.  With Social Security accounting for nearly 40% of most Americans' retirement income, it's important to get your filing decision right or as close to it as possible.

To help you prepare for this important decision the team at TFCU Financial Advisors is hosting an hour long seminar "Social Security: Seven Keys to Enhancing Benefits" presented by Aimee Johnson, CRPC®, CLU®, CDFA®, ChFC® Vice President, Advanced Markets from Allianz Life Insurance Company of North America.

When: Thursday, April 4, 2019 - 6:00 p.m.
Where: The Station
700 S Broadway
Moore, OK
 

Understanding 401(k) Distribution Options and Retirement Accounts

Are you changing jobs or nearing retirement? Join us for an hour-long seminar to learn about retirement accounts and choices available to you regarding your employer plan.

 

When: Thursday, April 18, 2019 - 5:00pm
Where: TFCU Financial Advisors
6501 Tinker Diagonal
Midwest City, OK 73110
2nd floor of TFCU Midwest City Branch


Host: TFCU Financial Advisors
Phone: (405) 737-0006