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FINANCIAL WEBCASTS

Legend Financial Advisors, Inc.® (Legend) is proud to present our series of Complimentary Webcasts for those interested in learning more about various economic and investing topics.  Please view any of our previously recorded educational Webcast presentations listed under "Archived Webcasts" (listed below).


Understanding Your Retirement Plan Distribution Options:
A Fiduciary Viewpoint!

Two Opportunities To Attend:

Tuesday June 19, 2018
7:00 p.m. to 8:00 p.m. Eastern Time


Monday June 25, 2018
12:00 p.m. to 1:00 p.m. Eastern Time


Diane Pearson, CFP®, PPC™, CDFA®, will present a Webcast entitled “Understanding Your Retirement Plan Distribution Options: A Fiduciary Viewpoint!”

Individuals who are retiring or changing employers that have a 401(k) Plan, 403(b) Plan, or other Retirement Plan accounts, want to know what to do with their Retirement Plan monies.  This Webcast simplifies the many options and strategies to choose from when leaving their employer.  These include:

  1. Leave the monies under the old employer’s plan
  2. Take a cash distribution
  3. Rollover the monies to the new employer’s retirement plan
  4. Rollover the monies to an IRA Rollover (not a Traditional Contributory IRA)
  5. Rollover the monies to a Roth IRA Rollover

Diane Pearson, CFP®, PPC™, CDFA®, a winner of over 10 major national “Best Advisor” type awards, is a Wealth Advisor and Shareholder at Legend Financial Advisors, Inc.® and EmergingWealth Investment Management, Inc.®


ARCHIVED WEBCASTS

 

2018
Equifax Security Breach – Part II: What To Do Next?
 

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  |  May 17 and 23, 2018

Fight Rising Interest Rates! Investing In Variable Rate Debt Investments!
 

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  |  April 11 and 19, 2018

Understanding The Stock Market Correction
 
 

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  |  March 12 and 15, 2018

2018 Financial Markets Outlook: The Beginning Of The End Or Continued Opportunity?
 
 

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  |  January 23 and 25, 2018

Federal Tax Reform – What It Means For You!
 
 

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  |  January 4 and 9, 2018

2017
Last Chance 2017 Income Tax Minimization Tips
 
 

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  |  December 6 and 7, 2017

Equifax Security Breach – What Should I Do Next?
 
 

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  |  September 29, 2017

Divorce Settlements - Know Your Options!
 
 

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  |  August 7 and 16, 2017

Identity Theft Protection: Don't Be A Victim
 
 

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  |  July 10 and 19, 2017

The Complexities of Rolling Over Monies From Your Retirement Plan Made Easy
 

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  |  April 19 and 25, 2017

What You Need To Know About Social Security
 

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  |  April 5, 2017

Save 2016 Income Taxes! Last Minute Tax Planning Tips
 

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  |  March 15 and 21, 2017

Safeguarding Parents' Finances In Retirement
 

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  |  February 23 and 27, 2017

Up or Down? 2017's Investment Outlook
 

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  |  January 18 and 26, 2017

2016
Last Chance Tax Minimization Tips
 

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  |  December 1 and 5, 2016

The Elections’ Financial Market Impact
 

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  |  October 31 and November 2, 2016

How Much in Savings Are Needed? Pre- And Post- Retirement Planning
 

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  |  July 11 and 18, 2016

Generating After-Tax Investment Income: The Importance Of Outpacing Inflation Over The Long Run
 

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  |  June 15 and 22, 2016

The Complexity Of Annuities Is Baffling Consumers
 

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  |  May 31 and June 1, 2016

7 Steps To Take After An Unexpected Separation From Employment
 

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  |  April 26 and May 2, 2016

Last Minute Tax Planning Tips And Surprises For 2015
 

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  |  March 16 and 22, 2016

Approaching age 70 ½? – Get All the Facts Regarding Required Minimum Distributions
 

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  |  February 17 and 22, 2016

2016 And Beyond: Investment Opportunities And Pitfalls
 

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  |  January 13 and 18, 2016


To view several of the Webcast recordings, you must have Windows Media Player installed on your computer.  The recording has both audio and video components.  To view instructions for viewing and downloading the Webcast, please click here.  Please call our office if you have any issues viewing these recordings. 



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