Broker Check
09 May
Andersen Corporation Employees: Are You on Track for Retirement?

Description

Do you understand how your Andersen Corporation Employee Stock Ownership Plan (ESOP), 401(k), and pension fit into your plans for retirement?

Join us for an informal 45-minute Q&A session at 1:30 or 3:00 PM. Enjoy a complimentary box lunch from Brine's Market & Deli and get answers to your questions.

Landmark Wealth Advisors will address the following topics which are frequently discussed with our Andersen Corporation clients: 

  • Do you know what percentage of your assets are held in the Andersen Corporation stock plan and how they are taxed in retirement?
  • Should you take advantage of the Roth 401(k) contribution options?
  • What pension option is best for your situation?

Hosted by Wealth Advisors:

Bjorn T. Nesvold CLTC®, FIC, RICP®, CEPA®

Cathy Jenson CFP®

Kurt M. Haugen RICP®.

Bjorn, Cathy, and Kurt provide retirement planning and investment guidance for many Landmark clients who are current or former employees of the Andersen Corporation.

Space is limited, so register today!

Registration ends: Wednesday, May 8th, at 12:00 PM (CST)

Date and Time

Thu, May 09, 2024

1:30p - 3:45p CST

Location

Bayport Public Library

582 4th St N
Bayport , MN 55003
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PT2H15M

Event Registration