VIRTUAL DROP WORKSHOPS
You are a DEFERRED RETIREMENT OPTION PLAN participant
WE ARE YOUR DROP EXPERTS
Over the last ten years, we have provided DROP participants with unbiased advice, information and guidance through our educational workshops. We invite you to join us for one.
WHAT MAKES THIS DIFFERENT?
In short…NO gimmicks, NO sales pitch, NO feeling of obligation or pressure…Ever. We simply make sure that we answer every question you have, either during the workshop, or by email soon after.
That’s our promise to you.
In that way, our workshops are unique. This is NOT a sales seminar, unlike the others you may have attended.
WHAT YOU’LL LEARN ABOUT:
- WHY YOU SHOULD NOT BUY ANNUITIES
- YOUR EMPLOYER PLANS
- YOUR DROP “ROLL-OVER” OPTIONS
- SICK/VACATION PAY WITHOUT A BENCOR ACCOUNT
- HIS-1, W-4P, AND DIRECT DEPOSIT FORMS
- AVOIDING THE 10% IRS PENALTY
- SOCIAL SECURITY: WHEN TO TAKE IT
- BASIC FINANCIAL PLANNING CONCERNS
- HOW TO FIND A FIDUCIARY FOR AN ADVISOR
WHY DO WE DO IT?
We are independent, fiduciary advisors. Our honesty and openness pique the interest of a few attendees every workshop. They ask for our help. Some become clients. That’s all. To date, 98 DROP participants have become clients. Moreover, if you’ve been to other workshops, you know that they are primarily sales pitches, usually for annuities. Someone needed to step up and do the right thing, and provide honest, unbiased advice and information. Ten years ago we decided to step up and be those trusted advisors.
UPCOMING VIRTUAL WORKSHOPS
November 17th, 2020
6:00PM – 7:30PM
December 8th, 2020
6:00PM – 7:30PM
Please leave your full name and the virtual workshop you’d like to attend. We will email or call with a confirmation within one business day.
Instructions on how to join the virtual workshop will be emailed the day prior as well as the day of the workshop.