Free Dinner Workshop
IRS TSA Rule Changes!
Exclusively for public school educators and
administrative personnel!
Tuesday, May 6th
and
Thursday, May 8th
7:00 - 8:30pm
The rules regarding your access to TSA have
changed (also known as Tax Sheltered Annuity, Tax Sheltered Account, 403b
plans). By January 1, 2009 your employer must decide on what company or
companies you will be able to access.
Some of the revised regulations have already taken
effect and may already limit your investment options.
If you have a TSA, and you can answer yes
to any of the following questions you should attend this valuable workshop:
1)
Are you preparing to retire in 2008 or 2009?
2)
Are you currently or will be over age 59 ½ in 2008 or 2009?
3) Are you changing employers or have you changed employers in the past?
Location
Justin’s
GRILL
6400 Yorktown
Circle
East Syracuse, NY 13057
(near
Carrier Circle)
Click here for directions
Our presentation will be fast-paced and informative. The perspective is
from an advisor with 30 years experience helping professionals address their
financial and retirement concerns. Do you think you are ready to
retire?…take our Retirement Aptitude Test! A $100.00 gift
certificate will be awarded for the highest score.
If you are unable to attend, but would like
to be put on the list for the next workshop,
please fill out this form.
