Investment Options for Agents

Are you confused or intimidated by all of the seeming random letters and numbers that make up retirement accounts; IRA, ROTH, 401K, SEP? Come join us while we demystify these acronyms and break down the advantages and restrictions of each plan type. Leave knowing exactly which plans will work for you and the steps to getting started.

Session Details
  • Date
    Tuesday, December 5, 2023
  • Time
    2:00 PM - 3:00 PM
  • Room