Laurent Harrison, CFP®
Investment Advisor, Financial Planner
Rohan Nayak, CFP®
Relationship Manager, Financial Planner
What are the questions you should be asking about your 401(k)? We’ll cover not only the basics; we’ll focus on significant 401(k) concerns and their importance at various life stages—early years, main accumulating years, and getting-ready-for-retirement years. These are considerations such as cost, investment flexibility, percent being saved, rollover options, and the priority of a 401(k) in your savings plan.
500 12th Street, Parkway Room
Oakland, CA 94607
Reservations are required. To RSVP or for more information, contact Jaye Roundtree at 510.433.1066, ext. 100 or firstname.lastname@example.org.