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PDS Personal Clinic: A Controlled Fast Break to Retirement Security with James McGary

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When:
11:15 AM, Friday 1 Apr 2016 (1 hour)
A relevant, practical, in depth – but relatively brief- explanation of the Pros and Cons of the specific choices you WILL have to make with your Retirement Plan/TSA/TIAA_CREF, Etc., money each time your change employers This is a decision you will make every time you make a lateral movement or “up the ladder’.This is truly one situation where one size “”DOES NOT FIT ALL”. For clarification we’re talking about where you keep your money; not what you are specifically investing in.
 
Secondly, we will show you how to may safely increase your retirement income from Twenty-Five to Fifty Percent when you retire utilizing whatever your Account Balances(s) may be at the time.Examples will be given. We will not be discussing specific investments, investment advisors, etc. – only your choices at that time. In this presentation we will NOT be discussing how you get there; only what you do with what you have when you get there.
 
Lastly, these PDS programs are a genuine effort on part of your Association to provide important practical and beneficial information to its membership. Within that framework you should leave this presentation feeling that it was time well spent and will pay dividends down the road.
 

James McGary

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