Broker Check
13 June
In-Person Q&A Sessions for 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, June12th, at 12:00 PM (CST)

Landmark Wealth Management Group (“Landmark”) is not affiliated with, or endorsed by, Andersen Corporation, 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.

Register

Date and Time

Thu, Jun 13, 2024

1:30p - 3:45p CST

Location

Bayport Public Library

582 4th St N
Bayport , MN 55003
View on Map
PT2H15M

Event Registration