IRA Rollovers: A Best Practice Guide
When an employee leaves a company or a retirement program terminates, workers are often provided with a variety of choices, including the ability to roll funds over to an IRA or another plan. In this webinar, CBIZ provides your guide on what you need to know when money is in motion.
Your Webinar Presenters:
Anna Rathbun, CFA, CAIA Chief Investment Officer CBIZ Investment Advisory Services
Dede Ferry Portfolio Strategist CBIZ Investment Advisory Services
Naomi Ganoe Managing Director CBIZ MHM, LLC