Broker Check
22 May
Employees of the 3M Company & Solventum: Are You On Track For Retirement?

Description

Do you have questions about your 3M Company or Solventum 401(k), investment strategies, estate planning, Roth conversions, or how new tax law will impact your retirement?

Join us for a webinar Q&A session, hosted by Wealth Advisors:

Chad Broberg, Partner, CFP®, ChFC®, CASL®, FIC, RICP®, CLTC®, BFA™

Cathy Jenson, CFP®

Leah Swanson, CFP®

Topics may include:

  • How do I manage my investments through market ups and downs?
  • Should I choose the monthly pension or the lump sum option at retirement?
  • How do I coordinate withdrawals from my pension401(k), IRA and Social Security?
  • How will the new tax laws impact my retirement plan?
  • How can I get capital gain tax treatment on my 3M stock within my 401k?
  • How do I coordinate my 3M health credits (RMSA/HRA) with Medicare?
  • Should I be converting my 401(k) or IRA to a Roth IRA?
  • How do I build an estate plan that avoids probate, minimizes taxes, and won’t leave a mess for my family?

Landmark Wealth Advisors have over 35 years of experience helping hundreds of 3M client households. Chad, Cathy, and Leah assist clients in crafting personalized retirement income distribution and IRA tax reduction plans. We can help you enter retirement with confidence that you can retire, clarity as to where your income will come from, and conviction to know you’ve built a roadmap for retirement that best fits your needs.

Date: May 22, 2024

Time: 12:00 - 12:30 PM

Location: Live online via Zoom

Can't make it to the live webinar? Still register and you will receive the webinar replay link.

Registration ends Tuesday, May 21, at 11:59 PM (CST)

Landmark Wealth Management Group (“Landmark”) is not affiliated with, or endorsed by, the 3M Company or Solventum, nor the representatives of its benefits, retirement or pension plans.  Landmark has experience in helping investors gain a better understanding of company benefit and retirement plans and in reviewing options available, but Landmark may not have a complete picture of your particular situation. For comprehensive details of your specific plan and available options, it may be necessary to contact your Human Resources department and/or Retirement Plan Administrator.

Landmark Wealth Management Group is an SEC registered investment adviser. SEC registration does not constitute an endorsement of Landmark Wealth Management group by the SEC, nor does it indicate that Landmark Wealth Management group has attained a particular level of skill or ability. This material prepared by Landmark Wealth Management Group is for informational purposes only. It is not intended to serve as a substitute for personalized investment advice or as a recommendation or solicitation of any particular security, strategy or investment product.

Landmark Wealth Management Group does not provide tax or legal advice, and nothing contained in these materials should be taken as tax or legal advice. Please consult with your tax professional regarding your particular situation before implementing any strategies discussed. 

Advisory services are only offered to clients or prospective clients where Landmark Wealth Management Group and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Landmark Wealth Management Group unless a client service agreement is in place.


Date and Time

Wed, May 22, 2024

12:00p - 12:30p CST

Location

Live Online via Zoom

Note

Registrants will be emailed a Zoom link at least 1 day before the event.

PT30M

Event Registration