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Cleaning Up My Financial House: Consolidating Assets and Paying Down Debt

June 28, 2023 | 12:00 pm - 12:30 pm

If you have ever changed employers, it is likely that you have retirement savings and investment accounts scattered across several different financial institutions. Join us in this 30-minute webinar to see how consolidating some of these assets into one account can help you to manage your investment strategy, reduce potential fees, maximize tax benefits, and streamline recordkeeping. We will also show you how you can use this process to attack and pay down your debt.

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June 28, 2023
12:00 pm - 12:30 pm

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